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Lead and drive a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge Primary Liaison: Act as the lead advisor for a dedicated roster of pension funds, endowments, foundations, and corporate treasury clients.
Service Excellence: Lead regular investment review meetings, discussing portfolio performance, attribution, and market outlook in detail.
Strategic Retention: Develop and execute individualized Client Success Plans to ensure long-term satisfaction and mitigate competitive threat. Portfolio Insight: Translate complex investment strategies (Fixed Income, Equities, Alternatives, and ESG) into clear, actionable insights for client boards and investment committees.
Compliance Oversight: Ensure all clie...
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Senior Relationship Manager, Institutional - Jarislowsky Fraser (Eastern Canada)
Scotiabank • Montreal, Canada
About the Role
Is this role right for you?
In this role you will:Portfolio Management & Client Retention
Technical Advisory & Reporting
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