Private Banker: HNW Wealth Advisor & Relationship Growth

Bank of Montreal; Montreal; On-site; CAD 56,000 - 104,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Discretionary bonuses

Job summary

Dormont Manufacturing Co in Montreal seeks a skilled banking professional to manage relationships with high-net-worth clients. The successful candidate will be responsible for developing and executing strategies that drive banking revenue, ensuring compliance with banking protocols while delivering excellent customer service.

We require 4 to 6 years of relevant experience and a post-secondary degree. The position offers a competitive salary range of $56,000 - $103,500, along with a comprehensive benefits package.

Qualifications

• Typically between 4 - 6 years of relevant experience.
• Must meet licensing and certification requirements.
• Credit knowledge in Personal and Commercial products.

Responsibilities

• Develop and manage banking relationships with high-net-worth clients.
• Coordinate client relationship management strategies.
• Ensure compliance with banking policies and procedures.

Skills

Relationship management skills

Sales and client service skills

Analytical and problem-solving skills

Technical proficiency

Business development skills

Education

Post-secondary degree in related field

Job description

Dormont Manufacturing Co in Montreal seeks a skilled banking professional to manage relationships with high-net-worth clients. The successful candidate will be responsible for developing and executing strategies that drive banking revenue, ensuring compliance with banking protocols while delivering excellent customer service.

We require 4 to 6 years of relevant experience and a post-secondary degree. The position offers a competitive salary range of $56,000 - $103,500, along with a comprehensive benefits package.