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Lead Wealth Management Advisor
3 months ago
Area of Expertise: Wealth advisory, Commercial finance
A position as a Lead Wealth Management Advisor at Banque Nationale du Canada involves serving as a financial authority for affluent clients.
Banque Nationale du Canada provides a comprehensive suite of financial solutions for individuals, enterprises, and governmental bodies.
The Lead Wealth Management Advisor role is situated in the Vancouver region.
Your Responsibilities:
- Deliver tailored solutions and guidance on all facets of wealth management for high-net-worth individuals and their families.
- Offer financial acumen and a strategic framework to assist current generations in enhancing their wealth for future beneficiaries and, frequently, charitable entities.
- Structure intricate credit applications.
- Analyze financial information through advanced methodologies and present financing and credit renewal proposals.
- Enhance the Bank's market share and profitability by delivering banking solutions to clients of Banque Nationale du Canada, aligned with their profiles and aspirations.
- Meticulously apply processes and protocols to thoroughly assess clients' requirements and devise a cohesive and lucrative financial strategy.
- Oversee the client journey in collaboration with the Investment Advisor, tailored to the client demographic.
- Foster client relationships founded on trust and integrity.
- Assist clients in accurately reaching their financial objectives.
- Ensure the sustainability of client relationships and the profitability of their investment portfolios.
- Engage relevant specialists or parties in the relationship as necessary to effectively address clients' needs.
- Negotiate terms and conditions for files that adhere to risk management standards and profitability benchmarks.
- Maintain ongoing communication and thorough follow-up with NBF Investment Advisors to identify their needs and provide solutions that maximize sales opportunities.
- Consistently deliver on the Advisor Promise.
- Provide exceptional service and a client-focused experience that aligns with our core wealth management service values.
- Ensure comprehensive understanding of the service offerings among NBF Investment Advisors.
Your Team:
As part of the Corporate & Private Banking division, you will report to the Vice President of Private Banking in the Vancouver area. Our team is distinguished by its industry knowledge and market insight.
Qualifications:
- Bachelor's degree in a relevant discipline with ten (10) years of pertinent experience, or a Master's degree in a related field with six (6) years of relevant experience.
- Familiarity with banking products and services in both personal and commercial sectors.
- Outstanding customer service, sales, business development, and negotiation skills.
- Excellent interpersonal abilities to cultivate strong relationships.
- Accessible, proactive, client-oriented, agile, and accountable.
- Leadership qualities, independence, determination, and teamwork.
Skills:
Accountability, Client-centric approach, Communication, Diversity & Inclusion, Results-driven, Emotional Intelligence, Empathy, Humility, Initiative, Learning Agility, Resilience, Team Collaboration.
Your Benefits:
In addition to competitive remuneration, upon joining, you will be eligible for a variety of flexible benefits aimed at promoting your well-being and that of your family.
- Health and wellness initiatives, offering numerous options.
- Flexible group insurance plans.
- Generous retirement savings plan.
- Employee Share Ownership Program.
- Employee and Family Assistance Program.
- Preferential banking services.
- Opportunities to engage in community initiatives.
- Telemedicine services.
- Virtual sleep health programs.
These are just a few of the benefits available to you. We offer a package that aligns with current trends and meets the needs of you and your family. Our dynamic work environment and advanced collaboration tools promote a positive employee experience. We actively seek and value employee feedback through various channels.
Our Commitment to People:
We are a bank that prioritizes human connection, characterized by our courage, entrepreneurial spirit, and dedication to people. Our mission is to positively influence lives. Our core values of partnership, agility, and empowerment guide us, with inclusivity at the heart of our commitments. We strive to create an accessible, barrier-free workplace for all employees.
We aim for our recruitment process to be fully inclusive. If you require accommodations, please inform us during your initial discussions. We welcome all candidates and look forward to what you can contribute to our team.
For a Supportive Career Environment:
Numerous opportunities exist for you to advance and develop your career, including on-the-job training, co-development with colleagues, professional support and mentoring, internal career events, and forums with our leadership.
For an Inclusive and Diverse Workplace:
We promote an inclusive environment where each individual's unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates and look forward to what you can bring to our team.
