Description
A career as a Private Banker with National Bank means acting as a wealth management professional for high net worth clients, using your interpersonal and business development skills, client portfolio management experience and banking knowledge to make a positive impact on the client/employee/user experience, profitability and client acquisition.
Your job :
- Provide solutions and advices in all aspects of wealth management for high net worth clients and their families;
- Identify and develop business opportunities for the full range of services and products offered by the Bank, and develop the high-end private client market;
- Build a relationship of trust with customers;
- Interpret financial data using sophisticated analysis and submit financing and credit renewal requests;
- Help the Bank grow its share of wallet and increase profitability by providing banking solutions to customers based on their profile and objectives;
- Rigorously apply processes and procedures to correctly analyze customer needs and develop with them an integrated and profitable financial strategy;
- Guide customers appropriately to achieve their financial goals;
- Be responsible for the sustainability of the customer relationship and ensure the profitability of their portfolio;
- Manage the customer journey map in collaboration with the Investment Advisor, in line with customer type;
- Involve the Commercial Account Manager and/or appropriate specialists and parties in the relationship to ensure that the client's needs are met.
Your team:
As part of the 1859 Corporate & Private Banking sector, you will be part of a team of experienced colleagues, reporting to the 1859 Senior Manager, Private Banking. Our team stands out for its wealth management expertise, quality of delivery, customer/employee experience, fun atmosphere and collaboration.
We favour a variety of forms of continuous learning to enrich your development, including learning by doing, training content made available to you and working in collaboration with colleagues of diverse expertise and profiles.
Prerequisites:
- Bachelor's degree in a related field and (4) years of relevant experience or Master's degree completed and (2) years of experience;
- Having obtained or in the process of obtaining your IQPF designation is an asset.
- Be a mutual fund representative (CER)
- Knowledge of banking products and services in the retail and commercial sector;
- Excellent customer service, business development and negotiation skills;
- Excellent interpersonal skills and ability to build strong business relationships;
- Accessibility, friendliness, proactivity, customer focus, agility and accountability;
- Leadership skills, autonomy, perseverance and teamwork.
