Associate Private Banking Professional

4 weeks ago

Montreal, Quebec, Canada National Bank Full time
About the Role

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. In this role, you will be part of a passionate team that is committed to delivering exceptional service and building long-term relationships with clients.

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 to identify opportunities to make multi-product offers that meet their needs.
  • 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 mentor new or less experienced employees to ensure their growth and development.
About the Team

You will be part of a dynamic team that is committed to delivering exceptional service and building long-term relationships with clients. You will work closely with other members of the sector and report to the Vice-President, Private Banking 1859.

What We Offer

We offer a wide range of benefits to support your wellbeing and that of your family, including health and wellness programs, flexible group insurance, a generous pension plan, and employee share ownership plan. We also offer a hybrid work model, work schedule arrangements, and flexible leave to help you achieve work/life balance.

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.

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