Wealth Management Advisor Quebec
Banque Nationale du Canada
Build lasting relationships with wealthy clients in Quebec through wealth management advice, integrated financial strategies, and frequent portfolio follow-up.
As part of National Bank's Commercial & Private Banking 1859 team, you will serve as a preferred financial specialist for wealthy clients. Your work centers on understanding customer needs, increasing assigned assets under management, and adapting solutions over time. The hybrid schedule combines office work, customer meetings, events, and home.
Key Responsibilities:- Provide wealth management advisory services aligned with client needs
- Establish frequent customer contacts and follow changing requirements
- Increase assets under management within the assigned portfolio
- Provide exceptional service through speed, accessibility, and competence
- Work in synergy with National Bank business lines
- Ability to develop trusting and lasting customer relationships
- Experience developing business with wealthy clients or entrepreneurs
- Master's degree and five years relevant experience, or equivalent combination
- Completed Securities Trading Course and Standards of Conduct Handbook
- French language proficiency
Bring relationship development, portfolio monitoring, and wealth management advisory skills to National Bank's Quebec team.
#J-18808-LjbffrVacancy posted 2 hours ago
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