Scotiabank

Senior Relationship Manager, Institutional - Jarislowsky Fraser (Eastern Canada)

📍 Montreal, Quebec, Canada ⏰ Full-time

Description

Is this role right for you?
 In this role you will: Lead and drive a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge
Portfolio Management & Client Retention
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.
Technical Advisory & Reporting
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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