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Attendance Hybrid Job number 24968 Category Intermediate Professional Status : Permanent Type of Contract Permanent Schedule : Full-Time Full Time / Part Time? Full-Time Posting date 18-Feb-2025 Location : Montreal, Quebec City Montreal Province / State Quebec Area of Interest : Wealth management
A career as a Private Relationship Banker at National Bank means acting as an expert for a wealthy clientele.
Your job :
- Identify and develop business opportunities for all services and products offered by the Bank and develop the high-end individual client market.
- In collaboration with other team members, manage a client portfolio by rigorously applying the Bank's risk management standards.
- Build a trusting relationship with clients.
- Guide clients appropriately to achieve their financial goals.
- Offer exemplary service to clients and provide them with a client-centered experience that aligns with the nine values of our wealth management service.
- Help the Bank grow its portfolio share and increase its profitability by providing banking solutions to clients based on their profile and objectives.
- Collaborate to ensure the sustainability of the relationship with clients and ensure the profitability of their portfolio.
- When necessary, involve appropriate specialists and parties in the relationship to adequately meet clients' needs.
- Interpret financial data using sophisticated analysis and submit financing and credit renewal requests.
- Negotiate terms for files that comply with risk management standards and profitability criteria.
- Establish constant communication and meticulous follow-up with Business Service account managers and Senior Investment Advisors of Private Management 1859 to identify their needs and provide solutions to maximize business development opportunities with their clients.
- Identify inherent risks in Wealth Management sector activities.
Your team :
Within the Business & Private Management 1859 sector, you report to the Vice President of Private Management 1859. Our team stands out for its expertise in the field and the market.
Prerequisites :
Languages : English, French Reason to require this language : you will need to discuss frequently with our service providers or partners who speak a language other than French.
Skills
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Accountability Client-focused Communication Diversity & Inclusion Driving Results Emotional Intelligence Empathy Humility Initiative Learning Agility Resiliency Teamwork 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.