Senior Wealth Management Associate

4 weeks ago


Montreal, Quebec, Canada National Bank Full time

Job Summary

We are seeking a highly skilled and motivated Associate to join our Private Banking team at National Bank. As a key member of our team, you will provide exceptional client service and support to our high-net-worth clients, helping them achieve their financial goals and objectives.

Key Responsibilities

  • Support the Private Banker and/or Senior Private Banker in delivering services and ensuring administrative follow-up.
  • Develop personalized, trust-based relationships with clients to ensure their satisfaction and loyalty.
  • Optimize interactions with clients and identify opportunities to make multi-product offers that meet their needs.
  • Provide expert advice and guidance on banking, investment, and financing products.
  • Complete administrative tasks, open business and personal files, and carry out various transactions on behalf of clients.
  • Analyze client accounts, make follow-up calls, identify operational issues, and propose solutions.
  • Coach and mentor new or less experienced employees to ensure their success in the role.

Requirements

  • Three-year college diploma or academic equivalent in a related field and three years of relevant experience.
  • Investment Funds in Canada course, an asset.
  • Experience in personal and/or commercial credit.
  • Knowledge of banking, investment, and financing products.

What We Offer

As a valued member of our team, you will enjoy a competitive compensation package, flexible benefits, and opportunities for professional growth and development. We are committed to creating a positive and inclusive work environment that supports your well-being and success.



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