Relationship Private Banker

National Bank of Canada; Quebec; Hybrid; CAD 70,000 - 100,000; Full time

Job summary

Join a leading bank as a Relationship Private Banker, acting as an expert advisor to wealthy clients in the private wealth team. This role includes supporting clients in their financial goals, managing credit portfolios, and providing personalized banking solutions. Embrace a flexible work environment while contributing significantly to client success.

Benefits

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Telemedicine service

Qualifications

• 6 years of relevant experience with a university certificate or 4 years with a bachelor’s degree.
• Significant sales experience and customer service required.
• Familiarity with banking products and services needed.

Responsibilities

• Support wealthy clients in achieving their financial objectives.
• Manage a credit portfolio while adhering to risk management standards.
• Work collaboratively with internal specialists.

Skills

Business development

Customer service

Credit expertise

Education

Bachelor’s degree

University certificate

Master’s degree

Job description

Join to apply for the Relationship Private Banker role at National Bank of Canada

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Join to apply for the Relationship Private Banker role at National Bank of Canada

A career as a private Banker in the private wealth 1859 team at National Bank means acting as an expert advisor to wealthy clients. This position allows you to have a concrete impact on achieving clients' financial objectives thanks to your credit expertise, business development skills and ability to build lasting relationships of trust.

• Support wealthy clients in achieving their financial objectives by proposing personalised solutions
  
• Identify business opportunities and recommend suitable banking products and services
  
• Manage a credit portfolio in accordance with risk management standards
  
• Work with internal specialists to meet clients' complex needs
  
• Closely monitor and maintain close relationships with internal and external partners
  
• Client-centric service based on trust and excellence
  

Your team

In the commercial Banking and private Banking 1859 sector, you are part of a large team of specialists based in Quebec City or Lévis, and you report to the Quebec City regional management team. Our team stands out for its in-depth expertise and knowledge of the local market. Our goal is to offer you maximum flexibility to promote your quality of life. This includes a hybrid work environment and a flexible and adaptable schedule.

Prerequisites

• A university certificate and 6 years of relevant experience, OR a bachelor’s degree and 4 years of relevant experience OR a master’s degree and 2 years of relevant experience
  
• The title of mutual fund representative or representative
  
• Significant experience in sales and customer service
  
• Have held a position as a personal financial advisor
  
• Be familiar with banking products and services

A career as a private Banker in the private wealth 1859 team at National Bank means acting as an expert advisor to wealthy clients. This position allows you to have a concrete impact on achieving clients' financial objectives thanks to your credit expertise, business development skills and ability to build lasting relationships of trust.

Your job

• Support wealthy clients in achieving their financial objectives by proposing personalised solutions
  
• Identify business opportunities and recommend suitable banking products and services
  
• Manage a credit portfolio in accordance with risk management standards
  
• Work with internal specialists to meet clients' complex needs
  
• Closely monitor and maintain close relationships with internal and external partners
  
• Client-centric service based on trust and excellence
  

Your team

In the commercial Banking and private Banking 1859 sector, you are part of a large team of specialists based in Quebec City or Lévis, and you report to the Quebec City regional management team. Our team stands out for its in-depth expertise and knowledge of the local market. Our goal is to offer you maximum flexibility to promote your quality of life. This includes a hybrid work environment and a flexible and adaptable schedule.

Prerequisites

• A university certificate and 6 years of relevant experience, OR a bachelor’s degree and 4 years of relevant experience OR a master’s degree and 2 years of relevant experience
  
• The title of mutual fund representative or representative
  
• Significant experience in sales and customer service
  
• Have held a position as a personal financial advisor
  
• Be familiar with banking products and services

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

* 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!

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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