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Senior Regional Business Manager - Estate and Trust

Eqbank · Canada

Role overview

Join a Challenger At EQ, we're remaking banking so every Canadian gets ahead, every day. Serving nearly 4 million Canadians from coast to coast, we offer a wide variety of financial services from banking and lending, to trust and credit union solutions. We've been at this since 1970, challenging the conventions of traditional banking with smarter, faster, and more connected financial experiences. What's kept us moving? The people behind it all: challengers who ask better questions, push back on old assumptions, and look for a better way forward. If you're driven to help reshape how banking works for Canadians and the businesses that power our economy, this could be your next big opportunity. We can’t wait to get to know you! We can’t wait to get to know you! The Work The Senior Regional Business Manager, Estate and Trust generates business for the Trust Company and acts as Relationship Manager. The position develops opportunities by qualifying leads and prospecting for personal solutions as well as providing relationship management support to onboard and service clients. This position works directly with referral sources and clients to build and maintain COI relationships. It is expected that the position retains relationships with clients throughout the administration. The position is also responsible for growing and maintaining an industry network for reciprocal referrals.

Visible requirements

Sells and supports sales targets for estate and trust solutions:   Responds to inquiries regarding personal trust opportunities Present to in person and virtual information sessions to partners and their clients. Arranges and carries out one-on-one sales conversations and meetings with clients to assess needs, provides information on Concentra Trust solutions and takes all necessary steps to qualify the clients Maintains and builds upon an established Centre of Influence (COI…Law degree preferred TEP preferred or arrangement to enroll within 6 months of commencement Broad understanding and demonstration of verbal communication skills Understanding of the financial services industry and in particular fiduciary services Ability to build and sustain strong relationships with referral sources, wealth management firms, law firms, credit unions and high net worth clients Acknowledge of fiduciary service offerings Knowledge of the personal trust administration a…Accountability   The position reports to the Director, Business Development and Initiatives The position works with autonomy The position sets priorities for themselves to grow Concentra Trust revenue and market awareness. Increase annual revenue by a minimum of $100,000 and grow deferred AUM by $50MM annually The position makes decisions on acceptable business that will directly impact the trust company’s’ reputation, risk and revenue. The job is empowered to make decisi…