Banker • westmount qc
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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:
• Bachelor's degree related to the sector and four years of relevant experience OR Master's degree related to the sector and two years of relevant experience OR University certificate/first cycle PUB and six years of relevant experience.
• Be a mutual fund representative (REC).
• Experience in sales and customer service.
• Experience as a Personal Finance Advisor.
• Knowledge of banking products and services.
• Impeccable customer service, business development, and negotiation skills.
• Excellent interpersonal skills and ability to build strong business relationships.
• Accessibility, friendliness, proactivity, client-centered attitude, agility, and responsibility.
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