Private Wealth Banking — Client Relationship Specialist
Bank of Montreal
Saint John
On-site
CAD 60,000 - 6,750,000
Full time
22 days ago
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
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.