Private Banking Associate

2 months ago

Vancouver, British Columbia, Canada Scotiabank Full time

About the Role:

We are seeking a highly skilled Associate Private Banker to join our team at Scotiabank. As a key member of our Private Banking Unit, you will be responsible for developing and maintaining strong relationships with our clients, providing them with exceptional service and tailored financial solutions.

Key Responsibilities:

  • Assist in the effective management of client relationships and provide the highest quality customer service.
  • Develop a thorough knowledge and understanding of Bank products and services, as well as an awareness of competitor products and services.
  • Assist in client onboarding and recommending retail solutions.
  • Identify opportunities to expand existing client and prospect relationships.
  • Participate in credit management of the unit's portfolio and manage a designated portfolio of less complex credits.
  • Support the effective operation of the Private Banking Unit, ensuring compliance with regulatory requirements.

Requirements:

  • Thorough knowledge of Retail Bank products, systems, and services, as well as a detailed understanding of commercial and retail credit principles.
  • Fluent in Mandarin is an asset.
  • A good understanding of tax, estate, and financial planning, as well as investment vehicles.
  • Ability to identify client needs and provide tailored recommendations.
  • Customer-centricity and a passion to make a significant impact on the lives of our customers and our communities.
  • Ability to engage comfortably with affluent and influential clientele in both a business and social context, demonstrating poise and professionalism at all times.
  • University or community college degree.
  • Willingness to go above and beyond to exceed customer expectations.
  • Consultative customer engagement style with the ability to build trust.
  • Ability to balance multiple and often conflicting priorities.
  • Desire to work in a dynamic, fast-paced environment.
  • Achievement of the financial planning proficiency standard in the province in which you work, unless working in Quebec. Associate Private Banker working in Quebec is required to have completed the ICB Diploma in Personal Finance.

What We Offer:

  • An inclusive and collaborative working environment in a high-performing team that encourages curiosity, creative thinking, and celebrates success.
  • Opportunity to make a significant impact on the customer and team, while developing your business and relationship management skills.
  • Gain technical, practical, and specialized knowledge from successful private bankers and leaders.
  • Be a part of and contribute to a winning team.

  • Banking Associate

    3 weeks ago

    Vancouver, British Columbia, Canada National Bank Full time

    Job Title: Banking AssociateWe are seeking a highly skilled Banking Associate to join our team at National Bank. As a key member of our Private Banking 1859 team, you will be responsible for providing exceptional customer service and support to our ultra-high net worth clients.Key Responsibilities:Provide administrative and customer service support to Senior...

  • Banking Associate

    3 weeks ago

    Vancouver, British Columbia, Canada National Bank Full time

    Job Title: Banking AssociateWe are seeking a highly skilled Banking Associate to join our team at National Bank. As a key member of our Private Banking 1859 team, you will be responsible for providing exceptional customer service and support to our ultra-high net worth clients.Key Responsibilities:Provide administrative and customer service support to Senior...

  • Private Banker Associate

    1 month ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Job Title: Associate Private BankerAre you passionate about delivering exceptional customer service and building strong relationships with clients?We are seeking an Associate Private Banker to join our team at Scotiabank. As an Associate Private Banker, you will be responsible for developing and maintaining relationships with clients, providing sound advice...

  • Private Banker Associate

    1 month ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Job Title: Associate Private BankerAre you passionate about delivering exceptional customer service and building strong relationships with clients?We are seeking an Associate Private Banker to join our team at Scotiabank. As an Associate Private Banker, you will be responsible for developing and maintaining relationships with clients, providing sound advice...

  • Banking Associate

    3 weeks ago

    Vancouver, British Columbia, Canada National Bank Full time

    Job Title: Banking AssociateWe are seeking a highly skilled Banking Associate to join our team at National Bank. As a key member of our Private Banking 1859 team, you will be responsible for providing exceptional customer service and support to our ultra-high net worth clients.Key Responsibilities:Provide administrative and customer service support to Senior...

  • Banking Associate

    3 weeks ago

    Vancouver, British Columbia, Canada National Bank Full time

    Job Title: Banking AssociateWe are seeking a highly skilled Banking Associate to join our team at National Bank. As a key member of our Private Banking 1859 team, you will be responsible for providing exceptional customer service and support to our ultra-high net worth clients.Key Responsibilities:Provide administrative and customer service support to Senior...

  • Private Banker Associate

    1 month ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Are you a customer service enthusiast looking to make a significant impact in the lives of our clients?We are seeking an Associate Private Banker to join our team at Scotiabank. As a key member of our Private Banking Unit, you will be responsible for developing relationships through sound advice and administration of assigned accounts, delivering exceptional...

  • Private Banker Associate

    3 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Are you a customer service enthusiast looking to make a significant impact in the lives of our clients?We are seeking an Associate Private Banker to join our team at Scotiabank. As a key member of our Private Banking Unit, you will be responsible for developing relationships through sound advice and administration of assigned accounts, delivering exceptional...

  • Private Banker Associate

    1 month ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Are you a customer service enthusiast looking to make a significant impact in the lives of our clients?We are seeking an Associate Private Banker to join our team at Scotiabank. As a key member of our Private Banking Unit, you will be responsible for developing relationships through sound advice and administration of assigned accounts, delivering exceptional...

  • Private Banker Associate

    3 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Are you a customer service enthusiast looking to make a significant impact in the lives of our clients?We are seeking an Associate Private Banker to join our team at Scotiabank. As a key member of our Private Banking Unit, you will be responsible for developing relationships through sound advice and administration of assigned accounts, delivering exceptional...

  • Banking Associate

    2 weeks ago

    Vancouver, British Columbia, Canada National Bank Full time

    Job Title: Banking AssociateJob Summary:We are seeking a highly skilled Banking Associate to join our team at National Bank. As a Banking Associate, you will be responsible for providing exceptional customer service, managing client relationships, and performing various administrative tasks.Key Responsibilities: Provide personalized service to clients,...

  • Banking Associate

    3 weeks ago

    Vancouver, British Columbia, Canada National Bank Full time

    Job Title: Banking AssociateAt National Bank, we are seeking a highly skilled Banking Associate to join our team. As a key member of our Private Banking 1859 division, you will play a critical role in delivering exceptional client service and support to our ultra-high net worth clients.Key Responsibilities:Provide administrative and customer service support...

  • Banking Associate

    2 weeks ago

    Vancouver, British Columbia, Canada National Bank Full time

    Job SummaryWe are seeking a highly skilled and motivated Banking Associate to join our team at National Bank. As a Banking Associate, you will be responsible for providing exceptional customer service and support to our clients. This is an exciting opportunity to work in a dynamic and fast-paced environment, where you will have the chance to develop your...

  • Private Banker Associate

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and motivated Associate Private Banker to join our team at Scotiabank. As a key member of our Private Banking Unit, you will be responsible for developing and maintaining relationships with high net worth clients, providing personalized financial solutions, and delivering exceptional customer service.Key...

  • Private Banker Associate

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and motivated Associate Private Banker to join our team at Scotiabank. As a key member of our Private Banking Unit, you will be responsible for developing and maintaining relationships with high net worth clients, providing personalized financial solutions, and delivering exceptional customer service.Key...

  • Private Banker Associate

    3 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and customer-focused Associate Private Banker to join our team. As a key member of our Private Banking Unit, you will be responsible for developing and maintaining strong relationships with our clients, providing exceptional service, and delivering tailored solutions to meet their financial needs.Key...

  • Private Banker Associate

    3 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and customer-focused Associate Private Banker to join our team. As a key member of our Private Banking Unit, you will be responsible for developing and maintaining strong relationships with our clients, providing exceptional service, and delivering tailored solutions to meet their financial needs.Key...

  • Private Banking Officer

    1 month ago

    Vancouver, British Columbia, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled and motivated Private Banking Officer to join our team at BMO. As a key member of our Wealth Sales and Service team, you will be responsible for delivering exceptional customer service and building strong relationships with our private banking clients.Key ResponsibilitiesProvide superior customer service and support...

  • Private Banking Officer

    1 month ago

    Vancouver, British Columbia, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled and motivated Private Banking Officer to join our team at BMO. As a key member of our Wealth Sales and Service team, you will be responsible for delivering exceptional customer service and building strong relationships with our private banking clients.Key ResponsibilitiesProvide superior customer service and support...

  • Private Banking Officer

    1 day ago

    Vancouver, British Columbia, Canada BMO Full time

    Job Summary:We are seeking a highly skilled and motivated Private Banking Officer to join our team.As a Private Banking Officer, you will be responsible for providing exceptional customer service to private banking clients, identifying and meeting their financial needs, and working collaboratively with branch and regional teams to deliver an exceptional...