Senior Private Banker — Grow High‑Net‑Worth Wealth

Bank of Montreal; Vancouver; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution is seeking a professional for wealth management, focusing on developing and maintaining profitable relationships with high-net-worth clients. The ideal candidate will have 4-6 years of experience, strong sales and relationship management skills, and the ability to work independently. This role involves coordinating client management and contributing to profitability. Competitive compensation and a comprehensive benefits package are offered.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plan

Life insurance

Qualifications

• Typically between 4 - 6 years of relevant experience.
• Must meet licensing and certification requirements.
• In-depth relationship management skills.
• Able to work independently resolving complex issues.

Responsibilities

• Develops and grows profitable banking relationships.
• Coordinates client relationship management.
• Contributes to assigned portfolio profitability.
• Performs sales and service support activities.

Skills

Sales Experience

Presentation Skills

Customer Service

Financial Services

Financial Acumen

Education

Post-secondary degree in related field

Job description

A leading financial institution is seeking a professional for wealth management, focusing on developing and maintaining profitable relationships with high-net-worth clients. The ideal candidate will have 4-6 years of experience, strong sales and relationship management skills, and the ability to work independently. This role involves coordinating client management and contributing to profitability. Competitive compensation and a comprehensive benefits package are offered.