Wealth Management Associate

3 weeks ago

Montreal, Quebec, Canada National Bank Full time

Job Title: Wealth Management Associate

Job Summary:

We are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at National Bank. As a Wealth Management Associate, you will play a key role in delivering exceptional client service and support to our high-net-worth clients.

Key Responsibilities:

  • Support the Private Banker and/or Senior Private Banker in delivering services and ensuring administrative follow-up.
  • Ensure client satisfaction and loyalty by developing personalized, trust-based relationships.
  • Optimize interactions with clients and identify opportunities to make multi-product offers that meet their needs.
  • Answer client questions and act as a resource person for the firm's policies, procedures, and complex 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 act as a mentor in guiding and training new or less experienced employees.
  • Guide and train new colleagues who join the team.

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

Language: English, French

Skills: Accountability, Client-focused, Communication, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Initiative, Learning Agility, Resiliency, Teamwork

Benefits:

  • Health and wellness program, including many options
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities to get involved in community initiatives
  • Telemedicine service
  • Virtual sleep clinic

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