This position is responsible for the performance of the Customer Service Associates as measured by their adherence to policies and procedures, attendance, accuracy and quality of service.
The incumbent will be required to manage, administer and be responsible for a complex portfolio of private client structures, with particular focus on relationship development and management, revenue generation and the resolution of complex issues.
The incumbent will analyse credit proposals, assist in the assessment of overall risk and proactively solicit business to meet specific volume goals for mortgage loans.
The Senior Portfolio Manager oversees client portfolios, develops investment offerings, supports new business, and manages equity portfolios and global asset allocations, reporting to the Head of Wealth Management.
The Senior Compliance Analyst supports the Compliance team in ensuring policies align with regulations and best practices while serving as a business partner for Compliance and Financial Crime matters.
This position manages a personal lending portfolio, leads a team, drives product development, ensures customer service, and deputizes for the SVP, Head of Retail when needed.
The Regional Infrastructure Manager oversees the delivery of technology services, leads a team, manages infrastructure operations, integrates projects, controls budgets, and ensures staff meet KPIs.
The role involves overseeing client onboarding, credit reviews, business development, managing corporate portfolios, and ensuring high-quality proposals, while supporting audits and maximizing profitability.
