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Private Banker

1 month ago

Vancouver, Canada CWB Financial Group Full time

At

CWB

, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as what we do. And we harness the power of inclusion. Our culture is who we are and how we show up - as individuals and as a team - to accomplish our strategy.

CWB is a bank built for business owners

Canadian Western Bank (CWB) is the only
_ full-service _bank in Canada with a strategic focus to meet the unique financial needs of businesses and their owners. Our teams take a
_relationship-based approach_ to deliver a uniquely
_proactive client experience_ through
_highly personalized service, specialized expertise, customized solutions,_ and
_faster response times_. We provide full-service business and personal banking, nation-wide specialized financing in targeted industries, comprehensive wealth management offerings, and trust services.

Our highly engaged teams operate within a
_client-centric, collaborative,_ and
_change-ready culture_, with a core focus to achieve our vision to become the best full-service bank for business owners in Canada as we continue to transform our capabilities, united as one.

The opportunity

Proactively develop, manage, retain and grow full-service relationships with high-net worth clients and prospects. This role is a key part of our commercial banking team reporting directly into the Deputy Manager & Commercial Banking Lead and works collaboratively with CWB Wealth to develop and execute a united client acquisition and management strategy while maintaining adherence to the banks' risk appetite. Assists in the design, development and delivery of solutions that meet the client’s complex personalized needs. Works collaboratively with all specialized partners within CWBFG to identify opportunities.

Areas of focus / What you’ll be doing

Best for Clients
- Creation, initiation, and execution of a high-level Business Development strategy focused on increasing Personal Banking solutions to high-net-worth business owner clients and prospects
- Responsible for proactive sourcing and management of new business opportunities including identifying opportunities for integration with other CWB (Canadian Western Bank) business Lines, specifically Commercial and Wealth Management
- Responsible for driving a highly personalized, seamless, “concierge-like” experience for new and existing high net worth business clients through full-service solutions and services
- Responsible for developing and enhancing/expanding existing client relationships
- Provides proactive advice to high net worth clients and their families and work alongside other advisors (CWB Wealth, Accountants, Lawyers, etc) to develop and execute on a comprehensive financial plan.
- Cultivates an active network of Centre of Influence (COI) to generate referral business
- May be targeted to specific client segments or industries
- Manage a client portfolio of over 20MM in assets and lending with CWB

CWB Financial Group

Best for Investors
- Ensure regular banking centre activities with the Commercial Relationship Managers, by referrals or joint client meetings, to identify opportunities with clients including a comprehensive suite of personal products and services for the principals of the businesses, their families, and their employees.
- Proactively solicit and identify deposit opportunities from prospects and clients across Personal, Commercial and Cash Management clients ensuring suitable products for clients and appropriate pricing.
- Proactively solicit and identify referral opportunities to CWB Partners, specifically including Wealth Management, Real Estate, Auto Finance Group, Equipment, and Maxium Financial.
- Work closely with the Private Wealth Specialist team to make qualified referrals and jointly meet with clients
- Ensure regular banking centre activities are consistently followed to ensure effective client contact is maintained to develop relationships and identify client needs, as well as to probe/listen for new growth opportunities.
- Participate in business development activities outside of CWB to generate business and enhance CWB’s image with clients, the industry, and the community.
- Ensure the safety of the Bank’s funds through proper loan portfolio management focusing on loan quality, exposure limits, and security requirements.

Best for People
- Responsible for finding opportunities to mentor and coach less experienced team members and team members within other areas of the operation interested in Account Management career path
- Live the CWB values in interactions within and outside of the organization
- Be a brand ambassador for CWB
- Recognize opportunities with personal development and create plan to address gaps
- Participat