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Senior Private Banker
Primary Location : CA-QC-Montreal Island-Montreal
Employee Status : Regular :
Schedule : Full-time :
This position reports to the Assistant Vice-President – Private Banking 1859 and is located in Montreal city
National Bank offers a comprehensive range of financial services to individuals, corporations and governments across Canada, as well as specialized services to a select group of international clients.
National Bank is stepping up its expansion with the opening of Retail Banking services in National Bank Financial offices and is building a team of truly passionate professionals who are committed to going the extra mile to offer unparalleled service to their distinctive clientele.
Main challenges:
To offer solutions and advice on all aspects of wealth management for high-net worth clients and their families. Provide financial expertise and the framework to support the current generations’ needs to grow their wealth for the benefit of future generations and, in many cases, philanthropic organizations.
Specifically, you will:
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Structure complex credit requests
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Interpret financial data using a sophisticated analysis and submit financing and credit renewal applications
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Help grow the Bank’s share of wallet and increase profitability by providing banking solutions to National Bank Financial clients, in line with their profiles and goals
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Rigorously apply processes and procedures to properly analyze clients’ needs, and establish an integrated and profitable financial strategy with them
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Manage client journey map with the Investment Advisor in keeping with the client base
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Build client relationships based on trust
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Guide clients accurately to achieve their financial planning goals
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Be responsible for the sustainability of the relationship with your clients and ensure profitability of your clients’ portfolios
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Involve appropriate specialists/parties in the relationship, when needed, to properly meet clients’ needs
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Negotiate terms and conditions for files that conform to risk management standards and profitability criteria
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Establish ongoing communication and thorough follow-up with NBF Investment Advisors, to identify IA needs and provide solutions to allow them to maximize sales opportunities with their clients
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Deliver on the Advisor Promise at all times
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Provide exemplary service and a client-centric experience that align with our nine wealth management service values
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Ensure full understanding of the service offering among NBF Investment Advisors.
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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
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Knowledge of banking products and services in both personal and commercial banking
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Exceptional customer service, sales, business development, and negotiations experience
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Excellent interpersonal skills with the ability to build strong relationships
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Accessible, convenient, proactive, client-centric, agile and accountable
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Leadership abilities, autonomy, perseverance, teamwork
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Bilingualism (spoken/written) in French and English, as the sector serves both French and English speaking clients
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.
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Health and wellness program, including many options
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Flexible group insurance
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Generous pension plan
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Employee Share Ownership Plan
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Employee and Family Assistance Program
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Preferential banking services
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Initiatives promoting community involvement
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Telemedicine service
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Virtual sleep clinic
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These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. 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. Our mission is to have a positive impact on peoples’ lives.
Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.
We welcome all candidates! What can you bring to our team?
Ready to live your ambitions?
#LI-JP1
Particular conditions (external): : The candidate needs to be able to identify all risks inherent to the Wealth Management sector’s activities
Job field : Advisory Services, Business Development
Job Posting : Jan 12, 2023
Unposting Date : Jan 26, 2023
Work Postal Code: : H3B4S9
Job Number : ADV002BQ
Req ID: ADV002BQ
