Senior Private Banker

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.