Private Banker

6 days ago

Montreal, Quebec, Canada NBC Full time
About the Role

We are seeking a highly skilled and experienced Private Banker to join our team at NBC. As a Private Banker, you will be responsible for building and maintaining strong relationships with our high net worth clients, providing them with tailored financial solutions and expert advice to help them achieve their financial goals.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with clients, understanding their financial needs and providing personalized solutions to meet their goals.
  • Financial Planning and Advice: Provide expert advice on investment and wealth management strategies, helping clients to make informed decisions about their financial futures.
  • Product and Service Development: Work closely with clients to identify their needs and develop tailored financial solutions, including investment products and banking services.
  • Business Development: Identify new business opportunities and develop strategies to grow our client base and increase revenue.
  • Team Collaboration: Work closely with other members of the NBC team to ensure seamless delivery of services and support to clients.
Requirements
  • Education: Bachelor's degree in business administration or related field, or equivalent experience.
  • Experience: Minimum 6 years of experience in banking or financial services, with a strong background in client relationship management and financial planning.
  • Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues. Strong analytical and problem-solving skills, with the ability to provide expert advice and guidance to clients.
What We Offer
  • Competitive Compensation: A competitive salary and bonus structure, with opportunities for career advancement and professional growth.
  • Benefits Package: A comprehensive benefits package, including health and wellness programs, flexible insurance options, and a generous pension plan.
  • Professional Development: Opportunities for ongoing training and professional development, to help you stay up-to-date with the latest industry trends and best practices.
About NBC

NBC is a leading financial institution, dedicated to providing exceptional service and expertise to our clients. We are committed to building long-term relationships with our clients, based on trust, integrity, and a deep understanding of their financial needs.

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