Senior Private Banker (Hybrid)

National Bank; Montreal; Hybrid; CAD 90,000 - 130,000; Full time

Job summary

A leading financial institution in Montreal is seeking a Senior Private Banker to provide wealth management solutions for high-net-worth clients. The role requires a strong background in banking and exceptional interpersonal skills to build and maintain client relationships. A Bachelor's degree with significant experience in banking is essential. The position offers comprehensive benefits, and a commitment to accessibility and inclusivity in the workplace.

Benefits

Health and wellness programs

Flexible insurance

Pension plans

Employee share ownership

Telemedicine services

Qualifications

• Minimum 10 years of relevant experience or 6 years with a Master's degree.
• Knowledge of personal and commercial banking products.
• Exceptional customer service and sales experience.

Responsibilities

• Provide solutions for high-net-worth clients.
• Identify business opportunities across bank services.
• Manage a credit portfolio and ensure profitability.

Skills

Communication

Client-focused

Emotional Intelligence

Teamwork

Diversity & Inclusion

Education

Bachelor's degree in a related field

Master's degree in a related field

Job description

Attendance Hybrid Job number 26814 Category Senior Professional Status : Permanent Type of Contract Permanent Schedule : Full-Time Full Time / Part Time? Full-Time Posting date 22-Jul-2025 Area(s) of interest : Advisory services, Commercial banking Location(s) : Montreal

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.

Languages : English, French Reason to require this language : you will need to serve clients who speak a language other than French regularly.

Skills

Communication, Diversity & Inclusion, Driving Results, Emotional Intelligence, Teamwork, Accountability, Client-focused, Empathy, Initiative, Learning Agility, Resiliency, Humility

Our benefits include health and wellness programs, flexible insurance, pension plans, employee share ownership, assistance programs, preferential banking services, community involvement opportunities, telemedicine, and a virtual sleep clinic.

We foster a positive employee experience with dynamic work environments and cutting-edge collaboration tools. We are committed to accessibility and inclusivity, welcoming all candidates and providing accommodations as needed.

Come live your ambitions with us!