Senior private banker

National Bank; Montreal; On-site; CAD 100,000 - 140,000; Full time

Job summary

A leading bank in Montreal is seeking a Senior Private Banker to manage wealth for high-net-worth clients. This role involves providing comprehensive financial solutions, building relationships, and growing the client portfolio. Applicants should have extensive experience in financial services, excellent interpersonal skills, and be bilingual in English and French.

Benefits

Health and wellness program

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities to get involved in community initiatives

Virtual sleep clinic

Qualifications

• 10 years of relevant experience with a Bachelor's or 6 years with a Master's.
• Knowledge of banking products in personal and commercial sectors.
• Ability to analyze, write, and communicate in English and French.

Responsibilities

• Provide solutions on wealth management for high-net-worth clients.
• Identify and develop business opportunities across Bank’s services.
• Manage a credit portfolio and adhere to risk management standards.

Skills

Customer service

Sales

Business development

Negotiation

Interpersonal skills

Leadership

Teamwork

Education

Bachelor's degree in a related field

Master's degree in a related field

Job description

A career as a Senior Private Banker in the Montreal team at National Bank means acting as a credit expert to a wealthy clientele.

National Bank offers a wide range of financial services to individuals, businesses and governments in Canada.

The Senior Private Banker - Private Banking 1859 is located in the Greater Montreal area.

Your Job :

• Provide solutions and advice on all aspects of wealth management for high-net-worth clients and their families.
• Offer financial expertise and the necessary framework to help current generations grow their wealth for the benefit of future generations and, in many cases, charitable organizations.
• Identify and develop business opportunities across all of the Bank’s services and products, and expand the high-end individual client market.
• Build trusting relationships with clients.
• Structure complex credit requests.
• Interpret financial data using sophisticated analysis and submit credit and loan renewal applications.
• Manage a credit portfolio while strictly applying the Bank’s risk management standards.
• Help the Bank grow its portfolio share and increase profitability by providing clients with banking solutions tailored to their profile and goals.
• Rigorously apply processes and procedures to properly analyze client needs and develop an integrated and profitable financial strategy with them.
• Build client relationships based on trust.
• Guide clients accurately to achieve their financial planning goals.
• Be responsible for the sustainability of client relationships and ensure the profitability of their portfolios.
• Manage the client journey map in collaboration with the Investment Advisor, in alignment with the client profile
• Involve appropriate specialists and stakeholders in the relationship when needed to adequately meet client needs

Your team :

As part of the 1859 Corporate & Private Banking sector, you will report to the Vice President, 1859 Private Banking of Montreal region. Our team stands out for its industry and market expertise.

Prerequisite :

• Bachelor's degree in a related field and ten (10) years of relevant experience, or Master's degree in a related field and six (6) years of relevant experience.
• Knowledge of banking products and services in both personal and commercial banking.
• Exceptional customer service, sales, business development, and negotiations experience.
• Excellent interpersonal skills with the ability to build strong relationships.
• Accessible, convenient, proactive, client-centric, agile and accountable.
• Leadership abilities, autonomy, perseverance, teamwork.
• Ability to analyze, write and communicate in both English and French.

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
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved in community initiatives
• 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?