Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. Purpose The Senior Associate Private Banker is a role focused on junior portfolio management. The role is designed to provide a successful incumbent with the necessary skills and experience to potentially take on a Private Banker role in the future. The Senior Associate Private Banker has a portfolio of assigned clients along with new business and referral goals appropriate for the position. This position will have a focus on Mexico and Colombia. What you will be doing: Relationship management and business development: : The incumbent will manage a client portfolio of high:net:worth clients : Develop a professional, mutually beneficial relationship between the client and Private Banking : Attend client meetings to build relationship and obtain relevant information to build understand of client's needs. : Provide prompt responses to client or senior management requests and inquiries, problem solving for clients and assisting them with navigating different areas of the Bank; : Maintain knowledge of and relationships with specialized areas of the Bank which may be of benefit to Private Banking clients : Develop and manage a business plan incorporating sales targets and marketing strategies; : Deepen client relationships by identifying cross sell opportunities and providing quality referrals to business line partners : Ensure the efficient administration of client accounts, loans, investments, etc. : Develop an understanding of the Private Banking client profile; : Maintain accounts within the conditions and limits of authorization by monitoring their financial status, identify problem situations at an early date, and initiate corrective actions where required. : Ensure security documentation is accurately prepared, completed, registered and renewed as applicable; Risk management: : Reviewing all written authorizations to ensure accuracy, completeness and clarity. : Follow:up for acceptance of client offers/documentation and address any problems, amendments, extensions, reporting to senior management where necessary; : Promptly and effectively address issues surrounding the adequacy, quality and completeness of loan documentation and security; : Adhere to regulatory and internal Bank policies and requirements; : Participate in meetings with customers, proactively identifying credit and other issues : Proactively identify problem accounts and negative trends. : Review accounts which are offside/overdrawn or in arrears and take action to regularize the account : Assist with client restructuring including obtaining additional security or realizing on collateral. Operations Management: : Organizing work flows to maintain maximum efficiency : Preparing returns and correspondence in an accurate and timely manner. : Complying with regulatory requirements as part of the service process, including Know Your Client : (KYC), Canada Deposit Insurance Corporation (CDIC), Financial Consumer Agency of Canada : (FCAC), Anti:Money Laundering/Anti:Terrorist Financing (AML/ATF), Privacy and Occupational Health and Safety (OHS) requirements, processes and guidelines as well as SSI guidelines/processes; Do you have the skills to enable you to be successful in this role? We would love to work with you if you have: : The incumbent must have 5 years Commercial or Retail banking experience, as well as an understanding of commercial credit principles; : University or community college degree preferred; : Must have a good understanding of tax, estate and financial planning and investment vehicles; : The incumbent must be able to relate comfortably with affluent and influential clientele in both a business and social content, demonstrating an ability to display a