Relationship Private Banker

Join to apply for the Relationship Private Banker role at National Bank of Canada3 days ago Be among the first 25 applicantsJoin to apply for the Relationship Private Banker role at National Bank of CanadaA career as a private Banker in the private wealth 1859 team at National Bank means acting as an expert advisor to wealthy clients. This position allows you to have a concrete impact on achieving clients' financial objectives thanks to your credit expertise, business development skills and ability to build lasting relationships of trust.Support wealthy clients in achieving their financial objectives by proposing personalised solutionsIdentify business opportunities and recommend suitable banking products and servicesManage a credit portfolio in accordance with risk management standardsWork with internal specialists to meet clients' complex needsClosely monitor and maintain close relationships with internal and external partnersClient-centric service based on trust and excellenceYour teamIn the commercial Banking and private Banking 1859 sector, you are part of a large team of specialists based in Quebec City or Lévis, and you report to the Quebec City regional management team. Our team stands out for its in-depth expertise and knowledge of the local market. Our goal is to offer you maximum flexibility to promote your quality of life. This includes a hybrid work environment and a flexible and adaptable schedule.PrerequisitesA university certificate and 6 years of relevant experience, OR a bachelor’s degree and 4 years of relevant experience OR a master’s degree and 2 years of relevant experienceThe title of mutual fund representative or representativeSignificant experience in sales and customer serviceHave held a position as a personal financial advisorBe familiar with banking products and servicesA career as a private Banker in the private wealth 1859 team at National Bank means acting as an expert advisor to wealthy clients. This position allows you to have a concrete impact on achieving clients' financial objectives thanks to your credit expertise, business development skills and ability to build lasting relationships of trust.Your jobSupport wealthy clients in achieving their financial objectives by proposing personalised solutionsIdentify business opportunities and recommend suitable banking products and servicesManage a credit portfolio in accordance with risk management standardsWork with internal specialists to meet clients' complex needsClosely monitor and maintain close relationships with internal and external partnersClient-centric service based on trust and excellenceYour teamIn the commercial Banking and private Banking 1859 sector, you are part of a large team of specialists based in Quebec City or Lévis, and you report to the Quebec City regional management team. Our team stands out for its in-depth expertise and knowledge of the local market. Our goal is to offer you maximum flexibility to promote your quality of life. This includes a hybrid work environment and a flexible and adaptable schedule.PrerequisitesA university certificate and 6 years of relevant experience, OR a bachelor’s degree and 4 years of relevant experience OR a master’s degree and 2 years of relevant experienceThe title of mutual fund representative or representativeSignificant experience in sales and customer serviceHave held a position as a personal financial advisorBe familiar with banking products and servicesYour benefitsIn addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.* Health and wellness program, including many options* Flexible group insurance* Generous pension plan* Employee Share Ownership Plan* Employee and Family Assistance Program* Preferential banking services* Opportunities to get involved in community initiatives* Telemedicine service* Virtual sleep clinicThese are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.We're putting people firstWe're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us,and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team?Come live your ambitions with usSeniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesIndustriesBankingReferrals increase your chances of interviewing at National Bank of Canada by 2xInvestment and Retirement Specialist (Bilingual)Advisory Agent, Member and Client ExperienceSaint-Apollinaire, Quebec, Canada 2 weeks agoMortgage Advisor - Quebec city and regionWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr