Relational private banker

National Bank; Montreal; On-site; CAD 60,000 - 90,000; Full time

Job summary

A leading financial institution in Montreal is seeking a Private Relationship Banker to provide expert service to a wealthy clientele. This role involves developing business opportunities, managing client portfolios while adhering to risk management standards, and guiding clients to achieve their financial goals. The ideal candidate will possess a Bachelor's degree and relevant experience in sales and customer service, alongside excellent interpersonal and negotiation skills. The position offers a comprehensive benefits package, fostering a positive employee experience.

Benefits

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities for community involvement

Telemedicine service

Virtual sleep clinic

Qualifications

• Bachelor's degree related to the sector and four years of relevant experience OR Master's degree related to the sector and two years of relevant experience.
• Be a mutual fund representative.
• Experience as a Personal Finance Advisor.
• Knowledge of banking products and services required.

Responsibilities

• Identify and develop business opportunities for the bank's services.
• Manage a client portfolio while applying risk management standards.
• Build trusting client relationships to achieve financial goals.

Skills

Sales experience

Customer service skills

Interpersonal skills

Negotiation skills

Client-centered attitude

Education

Bachelor's degree or equivalent

Master's degree or equivalent

University certificate with sufficient experience

Job description

A career as a Private Relationship Banker at National Bank means acting as an expert for a wealthy clientele.

Your job:

• Identify and develop business opportunities for all services and products offered by the Bank and develop the high-end individual client market.
• In collaboration with other team members, manage a client portfolio by rigorously applying the Bank's risk management standards.
• Build a trusting relationship with clients.
• Guide clients appropriately to achieve their financial goals.
• Offer exemplary service to clients and provide them with a client-centered experience that aligns with the nine values of our wealth management service.
• Help the Bank grow its portfolio share and increase its profitability by providing banking solutions to clients based on their profile and objectives.
• Collaborate to ensure the sustainability of the relationship with clients and ensure the profitability of their portfolio.
• When necessary, involve appropriate specialists and parties in the relationship to adequately meet clients' needs.
• Interpret financial data using sophisticated analysis and submit financing and credit renewal requests.
• Negotiate terms for files that comply with risk management standards and profitability criteria.
• Establish constant communication and meticulous follow-up with Business Service account managers and Senior Investment Advisors of Private Management 1859 to identify their needs and provide solutions to maximize business development opportunities with their clients.
• Identify inherent risks in Wealth Management sector activities.

Your team:

Within the Business & Private Management 1859 sector, you report to the Vice President of Private Management 1859. Our team stands out for its expertise in the field and the market.

Prerequisites:

• Bachelor's degree related to the sector and four years of relevant experience OR Master's degree related to the sector and two years of relevant experience OR University certificate/first cycle PUB and six years of relevant experience.
• Be a mutual fund representative (REC).
• Experience in sales and customer service.
• Experience as a Personal Finance Advisor.
• Knowledge of banking products and services.
• Impeccable customer service, business development, and negotiation skills.
• Excellent interpersonal skills and ability to build strong business relationships.
• Accessibility, friendliness, proactivity, client-centered attitude, agility, and responsibility.

Your benefits:

• Health and wellness program, including many options.
• Flexible group insurance.
• Generous pension plan.
• Employee Share Ownership Plan.
• Employee and Family Assistance Program.
• Preferential banking services.
• Opportunities to get involved in community initiatives.
• Telemedicine service.
• Virtual sleep clinic.

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We’re putting people first

We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? Come live your ambitions with us!