Private Banker, Private Banking
National Bank of Canada
A career as a Senior Private Banker in the Montreal team at National Bank means acting as a credit expert to a wealthy clientele.
National Bank offers a wide range of financial services to individuals, businesses and governments in Canada.
The Senior Private Banker - Private Banking 1859 is located in the Greater Montreal area.
Provide solutions and advice on all aspects of wealth management for high-net-worth clients and their families.
Offer financial expertise and the necessary framework to help current generations grow their wealth for the benefit of future generations and, in many cases, charitable organizations.
Identify and develop business opportunities across all of the Bank's services and products, and expand the high-end individual client market.
Structure complex credit requests.
Interpret financial data using sophisticated analysis and submit credit and loan renewal applications.
Manage a credit portfolio while strictly applying the Bank's risk management standards.
Help the Bank grow its portfolio share and increase profitability by providing clients with banking solutions tailored to their profile and goals.
Guide clients accurately to achieve their financial planning goals.
Manage the client journey map in collaboration with the Investment Advisor, in alignment with the client profile
As part of the 1859 Corporate & Private Banking sector, you will report to the Vice President, 1859 Private Banking of Montreal region. Bachelor's degree in a related field and ten (10) years of relevant experience, or Master's degree in a related field and six (6) years of relevant experience.
Knowledge of banking products and services in both personal and commercial banking.
Exceptional customer service, sales, business development, and negotiations experience.
Accessible, convenient, proactive, client-centric, agile and accountable.
Ability to analyze, write and communicate in both English and French.
Your benefits In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
- Flexible group insurance
- Generous pension plan
- Employee and Family Assistance Program
- Preferential banking services
- Opportunities to get involved in community initiatives
- Virtual sleep clinic
Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.
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