A career as a Private Banker in the Private Banking 1859 team at National Bank means acting as a Financial Planning and credit expert to wealthy clientele. This also involves strong proactive relationship management skills and processes.
Your Job: - 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.
- Rigorously apply processes and procedures to properly analyze clients' needs, and establish an integrated and profitable financial strategy with them
- Provide exemplary service and a client-centric experience that aligns with our wealth management service values
- Build client and internal partner relationships based on trust
- Structure traditional and common credit requests utilizing our automated lending platform (SAP)
- Be responsible for the sustainability of the relationship with your clients and ensure profitability of your clients' portfolios
- Involve appropriate specialists/parties in the relationship to properly meet, anticipate and exceed clients' needs
- Negotiate terms and conditions for files that conform to risk management standards and profitability criteria
- Help the Bank grow its portfolio share and increase profitability by providing clients with banking solutions tailored to their profile and goals.
- Manage a credit portfolio while strictly applying the Bank's risk management standards.
Your team: As part of the Commercial & Private Banking 1859 sector, you will report to the Regional Vice President and you'll cover Southwestern Ontario. Our team stands out for its industry and market expertise.
Prerequisite: - Bachelor's degree in a related field and ten (5) years of relevant experience, or Master's degree in a related field and six (3) years of relevant experience
- CFP or PFP designation
- Knowledge of financing and banking products/services in both personal and commercial banking
- Exceptional customer service, sales, business development, and negotiations experience
- Excellent interpersonal skills with the ability to build strong relationships
- Accessible, convenient, proactive, client-centric, agile and accountable
- Leadership abilities, autonomy, perseverance, teamwork
Languages: English
SkillsPress space or enter keys to toggle section visibility
Communication Emotional Intelligence Teamwork Accountability Client-focused Learning Agility Listening
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.
