At a Glance
- Tasks: Build strong client relationships and manage credit portfolios for high-net-worth individuals.
- Company: Join National Bank's Private Banking 1859 team, known for its collaborative culture.
- Benefits: Enjoy health programs, flexible insurance, a generous pension plan, and employee share ownership.
- Other info: Dynamic work environment with continuous learning opportunities and a commitment to inclusion.
- Why this job: Make a real impact on clients' financial success while growing your career in a supportive environment.
- Qualifications: Bachelor’s degree or Master’s with relevant experience; strong client service and relationship-building skills.
The predicted salary is between 82800 - 101200 $ per year.
A career as a Private Banker with the Private Banking 1859 team at National Bank means acting as a credit professional and providing financial planning advice to a high-net-worth clientele.
Through your relationship-building and business development skills, your experience managing a portfolio, and your knowledge of banking services, you have a direct impact on the client, employee, and user experience, as well as on profitability and client acquisition.
Your role
- Build strong, long-lasting relationships with clients and manage their credit portfolios.
- Act as a trusted strategic advisor by identifying business opportunities and recommending solutions that align with clients’ financial objectives.
- Develop new client relationships by being actively involved in your market and working closely with Commercial Banking colleagues on business development initiatives.
- Deliver credit solutions and wealth management advice to high-net-worth clients and their families, in close collaboration with Wealth Advisors.
- Analyze financial information using advanced financial analysis techniques and prepare financing and credit renewal applications.
- Contribute to the Bank’s growth and profitability by providing tailored banking solutions based on clients’ profiles and objectives.
Your team
Within the Commercial Banking & Private Banking 1859 sector, you will be part of a team of experienced professionals and report to the Senior Director, Private Banking 1859.
Our team stands out for its wealth management expertise, service excellence, commitment to delivering an outstanding client and employee experience, collaborative culture, and positive work environment.
We promote a variety of continuous learning opportunities to support your professional development, including hands-on learning, access to training resources, and close collaboration with colleagues from diverse backgrounds and areas of expertise.
Requirements
- Bachelor’s degree in a related field and four (4) years of relevant experience, or a completed Master’s degree and two (2) years of relevant experience.
- Financial Planner (FP) designation is considered an asset.
- Solid knowledge of banking products and services in both Personal and Commercial Banking.
- Outstanding client service, business development, and negotiation skills.
- Strong interpersonal abilities and a proven track record of building strong business relationships.
Languages: French, English
Required skills: Accountability, Client-focused, Communication, Emotional Intelligence, Learning Agility, Listening, Teamwork
- 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
- Involvement in community initiatives
- Telemedicine service
- Virtual sleep clinic
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 value employees’ ideas.
Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment
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 people’s lives.
Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments.
We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources.
If you require accommodations, feel free to let us know during our initial conversations.
We welcome all candidates!
What can you bring to our team?
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Private Banker employer: National Bank of Canada
At National Bank, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture. As a Senior Manager in the Business Flex team, you will benefit from our commitment to employee growth through personalized coaching and continuous learning opportunities, all while working in a collaborative environment that values your ideas and contributions. With a strong focus on health and wellness, competitive benefits, and a mission to positively impact lives, National Bank is the ideal place for those seeking meaningful and rewarding employment in Ontario.
