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Private Banker 3 Montreal QC
1 month ago
The Private Banker possesses strong knowledge of customized commercial lending, risk management, financial products and services, wealth management and retail lending. The incumbent has comprehensive experience and product knowledge to deliver service and customized lending solutions consistent with high net worth client needs.
This position focuses on generating new clients and the cross-sell, up-sell, and retention of existing high value Wealth Management clients. Responsible for identifying high net worth prospects with complex lending needs in target markets, developing acquisition strategies, growing relationships, maintaining a sustainable prospect sales pipeline, conducting sales calls and qualification of opportunities based on customer information and due diligence.
The role is a key business development position with elevated new business objectives for lending, fees, deposits and referrals to business line partners.
Key Skills- Minimum 5 years of commercial lending or small business banking experience and retail business banking experience preferred.
- Established network of High Net Worth clients in the Canadian Banking industry.
- 3 to 5 years of Managerial Commercial, Small Business and/or Retail Banking experience, dealing with high net worth clients and sophisticated financing requirements.
- Exceptional interpersonal, leadership and business development skills.
- University degree (BComm, MBA, CFA), in addition to industry courses (e.g., CSC, PFP, CFP) is an asset.
- Bilingual in English and French is required.
- A competitive compensation and benefits package.
- Ability to make a lasting impact on an assigned book of customers.
- An inclusive culture where we value and recognize our employees' contributions.
- An organization committed to making a difference in our communities – for you and your customers.
