Private Banking Sales Specialist - Elevate Client Wealth

BMO; Calgary; On-site; CAD 70,000 - 90,000; Full time

Job summary

A financial services company in Calgary is looking for a Private Banking Officer to enhance the customer experience for private banking clients. This role requires you to identify clients' needs, prepare business proposals, and ensure compliance with banking regulations. Ideal candidates should possess a post-secondary degree, have 2-3 years of relevant finance experience, and demonstrate strong knowledge of credit products along with excellent communication and organizational skills. A competitive salary and comprehensive benefits are included.

Benefits

Competitive salary

Comprehensive benefits

Qualifications

• 2-3 years of relevant experience in finance.
• Ability to identify client's needs.
• Prepare comprehensive business proposals.

Responsibilities

• Enhance customer experience for private banking clients.
• Ensure compliance with banking regulations.
• Identify clients' needs and prepare business proposals.

Skills

Excellent communication skills

Strong analytical skills

Organizational skills

Knowledge of credit products

Education

Post-secondary degree

Job description

A financial services company in Calgary is seeking a Private Banking Officer to enhance customer experience for private banking clients. Responsibilities include identifying clients' needs, preparing business proposals, and ensuring compliance with banking regulations. Ideal candidates will have a post-secondary degree and 2-3 years of relevant experience in finance. A strong knowledge of credit products and excellent communication, organization, and analytical skills are essential. The role offers a competitive salary and comprehensive benefits.