HNW Private Banking Relationship Manager

National Bank of Canada; Rouyn-Noranda; Vor Ort; CAD 90.000 - 140.000; Vollzeit

Benefits dieser Stelle

Health & Wellness

Group Insurance

Generous Pension

Employee Share Ownership Plan

Employee Assistance Program

Preferential Banking

Community Involvement

Telemedicine Service

Virtual Sleep Clinic

Zusammenfassung

National Bank of Canada is seeking a Private Banking Relationship Manager to serve high-net-worth clients within Private Banking 1859. You will build relationships, provide financial planning, and manage credit portfolios to support profitability and client acquisition.

You will act as strategic advisor, identify opportunities, collaborate with Wealth Advisors, and deliver tailored banking solutions. Strong analytical and client service skills are essential to success in this role.

Qualifikationen

• Bachelor’s degree in a related field and 4 years of relevant experience, or a completed Master’s degree and 2 years of relevant experience.
• Financial Planner (FP/Pl. Fin.) designation is considered an asset.
• Knowledge of banking products and services for both personal and business clients.
• Strong client service, business development, and negotiation skills.
• Excellent interpersonal skills with a demonstrated ability to build strong business relationships

Aufgaben

• Build strong, long-lasting relationships with clients and manage their credit portfolio.
• Act as a strategic advisor by identifying business opportunities and solutions that align with clients’ financial objectives.
• Develop new relationships by becoming actively involved in your market and working closely with Commercial Banking colleagues on business development efforts.
• Provide credit solutions and advice across all aspects of wealth management for affluent clients and their families, in partnership with Wealth Advisors.
• Analyze financial data using advanced financial analysis techniques and prepare financing and credit renewal applications.
• Help the Bank grow its market share and profitability by delivering banking solutions tailored to clients’ profiles and objectives.

Kenntnisse

Client service

Business development

Negotiation

Interpersonal skills

Relationship building

French language

Ausbildung

Bachelor’s degree in a related field

Master’s degree

Financial Planner (FP/Pl. Fin.) designation (asset)

Jobbeschreibung

National Bank of Canada is seeking a Private Banking Relationship Manager to serve high-net-worth clients within Private Banking 1859. You will build relationships, provide financial planning, and manage credit portfolios to support profitability and client acquisition.

You will act as strategic advisor, identify opportunities, collaborate with Wealth Advisors, and deliver tailored banking solutions. Strong analytical and client service skills are essential to success in this role.