Associate Private Banking Specialist
1 month ago
A career as a Banking Associate with Private Banking 1859 at National Bank offers a unique opportunity to provide wealth management services and advice to a discerning high-net-worth clientele.
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 satisfaction and loyalty.
- Optimize interactions with clients to identify opportunities for multi-product offers that meet their needs.
- Act as a resource person for the firm's policies, procedures, and complex products, answering client questions and providing guidance.
- 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, guiding and training them in their roles.
You'll be part of a passionate team committed to serving a discerning clientele in a market with strong potential. You'll work closely with other members of the sector and report to the Vice-President, Private Banking 1859.
What We Offer- A hybrid work model (remote and in the office) to promote work-life balance.
- Flexible leave arrangements to take time off when it's important to you.
- A competitive compensation package and a wide range of flexible benefits to promote your wellbeing and that of your family.
- 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.
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