personal banker
Title posted on Jobillico -
Senior Private Banker
Posted on
September 27, 2024
by
Employer details
National Bank
Job details
<p>Private Banking 1859 provides a boutique, red carpet experience to ultra-hig net worth clients with personal banking and business needs as well as wealth management, estate and tax planning.</p> <p>Private banking 1859 is part of National Bank of Canada, an award-winning employer, headquartered in Montreal with over 21,000 employees. </p> <p>We are looking for a professional candidate dedicated to the highest standards of customer service to join our team.</p> <br><p><strong>Your role</strong><strong>: </strong></p> <ul> <li>Offer solutions and advice on all aspects of wealth management to high-net-worth clients et their families.</li> <li>Leverage your entrepreneurial desires to build and manage a client base.</li> <li>More specifically, you will be required to identitify and develop business opportunities for all Bank products and services and develop the HNW client segment.</li> <li>Build trust-based relationship with clients.</li> <li>Collaborate with our credit experts to structure complex credit deals and work with the client throughout the process.</li> <li>Rigorously apply the Bank's risk management standards.</li> <li>Guide clients appropriately in achieving their financial objectives, leverage our Financial Planning and Estate experts as needed.</li> <li>Helps the Bank develop its shares of wallet and increase its profitability by provinding banking solutions to clients based on their profile and goals.</li> <li>Ensure the sustainability of clients relationships and the profitability of their portfolio</li> <li>If necessary, engage and collaborate with other National Bank businesses to adequately meet client need</li> <li>Provide exemplary customer service and a client-centric experience that's consistent with our nine value of wealth management services</li> <li>The incumbent must be able to identify the risk inherent to Wealth Management sector activities</li> </ul> <br><p><strong>Your team: </strong></p> <p>As part of the the 1859 Corporate & Private Banking sector, you will report to the Senior Manager 1859 Private Banking of East of Ontario region. Our team stands out for its industry and market expertise.</p> <br><p><strong>Prerequisites</strong><strong>:</strong></p> <ul> <li>Bachelor's degree in a related field and 10 years of relevant experience or a master degree in a related field and 6 years of relevant experience</li> <li>CFP or PFP designation an asset</li> <li>Experience in commercial lending an asset</li> <li>Knowledge of banking products and services in the Personnal and Commercial Banking sectors</li> <li>Outstanding customer service, sales, business developpement and negotiation skills</li> <li>Excellent interpersonnal skills and ability to build strong business relationship</li> <li>Accessibility, friendliness, proactivity, client-centric attitude, agility and responsility</li> <li>Leadership skills and ability to be autonomous, persevere and work in a team</li></ul> <strong>Your benefits</strong><div><br></div><div><br></div><div>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.</div><div><ul><li>Health and wellness program, including many options</li><li>Flexible group insurance</li><li>Generous pension plan</li><li>Employee Share Ownership Plan</li><li>Employee and Family Assistance Program</li><li>Preferential banking services</li><li>Opportunities to get involved in community initiatives</li><li>Telemedicine service</li><li>Virtual sleep clinic</li></ul></div><div>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. </div><div><br></div><div>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 co
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LocationOttawa, ON
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Workplace information
On site
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SalaryNot available
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Terms of employment
Full time
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Starts as soon as possible
- vacancies
1 vacancy
- Source
Jobillico
#14413443
Advertised until
2024-10-26
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