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Senior Client Banking Advisor

2 months ago


Montreal, Quebec, Canada Banque Nationale Full time
About the Role

We are seeking a highly skilled and experienced Senior Client Banking Advisor to join our team at Banque Nationale. As a key member of our Business Banking team, you will be responsible for providing expert advice and guidance to our clients, helping them to achieve their financial goals and objectives.

Key Responsibilities
  • Provide expert advice and guidance to clients on financial matters, including investment and wealth management strategies.
  • Develop and maintain strong relationships with clients, understanding their financial needs and goals, and providing tailored solutions to meet those needs.
  • Work closely with other members of the Business Banking team to identify and pursue new business opportunities, and to develop and implement strategies to grow our client base.
  • Stay up-to-date with market trends and economic conditions, and provide insights and recommendations to clients on how to navigate these changes.
  • Collaborate with other departments within the bank to ensure seamless delivery of services to clients.
  • Develop and maintain a deep understanding of our clients' businesses and industries, and use this knowledge to provide valuable insights and advice.
  • Identify and pursue new business opportunities, and develop and implement strategies to grow our client base.
About the Team

You will be part of a dynamic and collaborative team that is passionate about delivering exceptional client service and building long-term relationships with our clients. Our team is dedicated to helping our clients achieve their financial goals and objectives, and we are looking for someone who shares our commitment to excellence and customer service.

Requirements
  • Minimum 6 years of experience in a related field, such as banking, finance, or business development.
  • Proven track record of success in developing and maintaining strong relationships with clients, and providing expert advice and guidance on financial matters.
  • Strong understanding of financial markets and economic conditions, and ability to provide insights and recommendations to clients on how to navigate these changes.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients, colleagues, and other stakeholders.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
  • Strong analytical and problem-solving skills, with the ability to think critically and creatively.
What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. Our team is dedicated to delivering exceptional client service and building long-term relationships with our clients, and we are looking for someone who shares our commitment to excellence and customer service.