Associate Manager, Relationship Management

PurposeProvide quality service to assigned trust, foundation, insurance, fund, company and agency structures/relationships in a manner that deepens connectivity and enhances profitability, and contributes to the effective operation of Relationship Management through the maintenance of management controls.AccountabilitiesCommunicating with settlors, founders, beneficiaries, beneficial owners, principals, and other such Designated Persons and their advisors in a prompt and efficient manner.Liaising with attorneys, accountants, brokers, insurers, property managers, and other professionals for advice and recommendations, as appropriate.Following procedures governing approval of payments, disbursements, overdrafts, loans and bookkeeping entriesReviewing, revising if necessary, and executing documents. .Reviewing internal management reports and ensuring any administrative actions necessary are taken.Having acquired a detailed understanding of and acting in accordance with the Founding and Ancillary Documentation of all cases under administration, assets held, the Designated Persons, and associated tax, legal, and regulatory impact.Maintaining a current knowledge of global markets and investment matters.Assisting with the formulation and presentation of profitable and competitive proposals for potential new relationships.Reviewing fee charges for correctness and adequacy and recommending changes as appropriate for services rendered.Acquiring and maintaining a good knowledge of Designated Persons and their needs to effectively identify value added solutions.Reviewing and preparing relevant documentation to ensure completeness of records and proper evidence of conduct of account, including minutes, statutory records, annual returns and receipts for payments.Investing funds in accordance with documentation and/or instructions of persons or entities so authorized, if appropriate, in a timely and accurate manner.Reviewing financial statements after preparation by Accounting Department and before dispatching to persons designated by the Governing Documentation.Preparing, checking, and authorizing computer input relating to account transactions to ensure correct and current financial records for each case.Education / Experience / Other InformationMembership in the Society of Trust and Estate Practitioners is a requirement of this role. Formal training such as the London Institute of Bankers Trustees Diploma or other comparable qualifications.10-12 years growth experience in the fiduciary and financial services industry, including 3 -5 years in supervisory leadership roles is required.Maintain a good working knowledge of the major investment markets.Demonstrate that knowledge to relationships or prospective relationships.A legal background and foreign language capabilities are desirable for this position, especially Spanish and European languages.Qualified candidates should apply using the link and submit C.V. via email to: hrbahamas@scotiabank.com on or before March 9th, 2026. Please note that only those individuals short-listed for an interview will be contacted. Kindly put the job title in the subject line when applying.