Private Banking Associate

6 hours ago

Vancouver, British Columbia, Canada National Bank Full-time
Attendance
On-Site
Job number
35028
Category
Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time
Full Time / Part Time?
Full-Time
Posting date
21-Aug-2026
Area(s) of interest: Advisory services, Personal banking
Location(s): Vancouver

Private Banking 1859 provides a boutique, red carpet experience to ultra-high net worth clients with personal banking and business needs as well as wealth management, estate and tax planning.

We are looking for a professional candidate dedicated to the highest standards of customer service to join our team.



Your Role

  • Support the Private Bankers by providing various administrative as well as customer service tasks assigned by the manager.
  • Ensure customer satisfaction and loyalty by developing a personalized relationship that meets the needs of each client.
  • Optimize customer interventions and identify sales opportunities.
  • Open commercial and personal accounts and perform various transactions on behalf of clients.
  • Contribute to the efficiency of administrative and financial activities by rigorously monitoring client files.
  • Actively participate in bringing operational efficiency and necessary improvement to processes.
  • Identify all risks inherent to the Wealth Management sector's activities.
  • Provide clients with products or services that can mee