Private Wealth Banking — Client Relationship Specialist

Bank of Montreal; Saint John; On-site; CAD 60,000 - 6,750,000; Full time

Job summary

A financial institution is seeking an experienced professional to support exceptional customer experiences for private banking clients. You will be responsible for identifying client needs, ensuring compliance, and providing superior service. The ideal candidate has 2-3 years of experience in finance, excellent communication skills, and a commitment to teamwork. A post-secondary degree in a related field is desirable. This role offers competitive salary and benefits.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Performance-based incentives

Qualifications

• Typically 2-3 years of relevant experience in finance or banking.
• Must meet licensing and certification requirements for the branch.
• Basic knowledge of lending processes and related documentation.

Responsibilities

• Prepare business proposals or presentations for clients.
• Identify customer needs and recommend appropriate products.
• Analyze data to provide insights and recommendations.
• Ensure compliance with banking regulations and policies.

Skills

Verbal & written communication skills

Organization skills

Collaboration & team skills

Analytical and problem solving skills

Education

Post-secondary degree in related field or equivalent experience

Job description

A financial institution is seeking an experienced professional to support exceptional customer experiences for private banking clients. You will be responsible for identifying client needs, ensuring compliance, and providing superior service. The ideal candidate has 2-3 years of experience in finance, excellent communication skills, and a commitment to teamwork. A post-secondary degree in a related field is desirable. This role offers competitive salary and benefits.