Lead Wealth Management Advisor

4 weeks ago

Vancouver, British Columbia, Canada National Bank Full time

Position Overview:

As a Lead Wealth Management Advisor at National Bank, you will serve as a financial authority for affluent clients, providing comprehensive solutions tailored to their unique needs.

Your Responsibilities:

  • Deliver expert guidance on all facets of wealth management for high-net-worth individuals and their families.
  • Utilize financial acumen to support clients in growing their wealth for future generations and philanthropic endeavors.
  • Structure intricate credit proposals and analyze financial data to facilitate financing and credit renewal requests.
  • Enhance the Bank's market share and profitability by offering banking solutions aligned with client profiles and objectives.
  • Employ rigorous processes to assess client needs and develop integrated financial strategies.
  • Collaborate with Investment Advisors to manage client journeys effectively.
  • Foster trust-based relationships with clients, guiding them towards achieving their financial aspirations.
  • Ensure the sustainability and profitability of client portfolios through proactive management.
  • Engage relevant specialists as necessary to meet client requirements comprehensively.
  • Negotiate terms that adhere to risk management standards and profitability benchmarks.
  • Maintain open communication with NBF Investment Advisors to identify needs and maximize sales opportunities.
  • Consistently deliver on the Advisor Promise, ensuring a client-centric experience that reflects our wealth management values.
  • Ensure that NBF Investment Advisors have a thorough understanding of our service offerings.

Your Team:

In the Corporate & Private Banking sector, you will report to the Vice President of Private Banking. Our team is distinguished by its expertise in the industry and market.

Qualifications:

  • Bachelor's degree in a relevant field with ten years of experience, or a Master's degree with six years of experience.
  • In-depth knowledge of banking products and services across personal and commercial sectors.
  • Proven experience in customer service, sales, business development, and negotiations.
  • Strong interpersonal skills with a focus on relationship building.
  • Proactive, client-focused, and accountable approach.
  • Demonstrated leadership, autonomy, and teamwork capabilities.

Skills:

  • Accountability
  • Client-focused
  • Effective Communication
  • Diversity & Inclusion
  • Results-driven
  • Emotional Intelligence
  • Empathy
  • Initiative
  • Learning Agility
  • Resilience
  • Teamwork

Benefits:

Alongside competitive compensation, you will have access to a variety of flexible benefits designed to support your well-being and that of your family, including:

  • Health and wellness programs
  • Flexible group insurance options
  • Generous pension plans
  • Employee Share Ownership Plans
  • Employee and Family Assistance Programs
  • Preferential banking services
  • Opportunities for community involvement
  • Telemedicine services
  • Virtual health resources

Our Commitment:

At National Bank, we prioritize a human-centered approach, fostering an entrepreneurial culture that values partnership, agility, and empowerment. We are dedicated to creating an inclusive workplace and ensuring that our recruitment process is accessible to all candidates.

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