Private Banker
- Quebec, QC, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
A career as a Private Banker with the Private Banking 1859 team at National Bank means acting as a credit professional and providing financial planning advice to a high-net-worth clientele. Through your relationship-building and business development skills, your experience managing a portfolio, and your knowledge of banking services, you have a direct impact on the client, employee, and user experience, as well as on profitability and client acquisition.
Your role :
- Build strong, long-lasting
relationships with clients and manage their credit portfolios. - Act as a trusted strategic
advisor by identifying business opportunities and recommending solutions
that align with clients’ financial objectives. - Develop new client
relationships by being actively involved in your market and working
closely with Commercial Banking colleagues on business development
initiatives. - Deliver credit solutions and
wealth management advice to high-net-worth clients and their families, in
close collaboration with Wealth Advisors. - Analyze financial information
using advanced financial analysis techniques and prepare financing and
credit renewal applications. - Contribute to the Bank’s growth
and profitability by providing tailored banking solutions based on
clients’ profiles and objectives.
Yourteam:
Within the Commercial Banking & Private Banking 1859 sector, you will be part of a team of experienced professionals and report to the Senior Director, Private Banking 1859. Our team stands out for its wealth management expertise, service excellence, commitment to delivering an outstanding client and employee experience, collaborative culture, and positive work environment.
We promote a variety of continuous learning opportunities to support your professional development, including hands-on learning, access to training resources, and close collaboration with colleagues from diverse backgrounds and areas of expertise.
Requirements :
- Bachelor’s degree in a related
field and four (4) years of relevant experience, or a completed Master’s
degree and two (2) years of relevant experience. - Financial Planner (FP)
designation is considered an asset. - Solid knowledge of banking
products and services in both Personal and Commercial Banking. - Outstanding client service,
business development, and negotiation skills. - Strong interpersonal abilities
and a proven track record of building strong business relationships.
Required skills: Accountability, Client-focused, Communication, Emotional Intelligence, Learning Agility, Listening, Teamwork
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 such as:
* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and family assistance program
* Preferential banking services
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic
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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment
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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us!
More about this job
Responsibilities
Build and manage relationships with high-net-worth clients, oversee their credit portfolios, and advise them on tailored credit and wealth management solutions. Develop new business, analyze financial information, prepare financing and credit renewal applications, and collaborate with Commercial Banking colleagues and Wealth Advisors.
Requirements
Requires a bachelor’s degree in a related field and four years of relevant experience, or a completed master’s degree and two years of relevant experience; a Financial Planner designation is an asset. Candidates should have solid knowledge of Personal and Commercial Banking products and services, along with strong client service, business development, negotiation, interpersonal, and relationship-building skills.
Skills
- Accountability
- Client Focus
- Communication
- Emotional Intelligence
- Learning Agility
- Listening
- Teamwork
- Relationship Building
- Business Development
- Negotiation
- Financial Analysis
- Credit Portfolio Management
- Financial Planning
- Banking Products And Services
Benefits
- Health And Wellness Program
- Flexible Group Insurance
- Generous Pension Plan
- Employee Share Ownership Plan
- Employee And Family Assistance Program
- Preferential Banking Services
- Community Initiatives
- Telemedicine Service
- Virtual Sleep Clinic
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Sales
- Customer Service & Support
Keywords
- Private Banking
- Commercial Banking
- High-Net-Worth Clients
- Credit Portfolio Management
- Financial Planning
- Wealth Management
- Credit Solutions
- Business Development
- Financial Analysis
- Financing Applications
- Credit Renewal Applications
- Banking Products And Services
- Personal Banking
- Financial Planner Designation
- Negotiation
- Client Service
- Portfolio Management