Senior Private Banker
Description
The Senior Private Banker at National Bank of Canada's 1859 Private Banking – Montreal Banking team specializes in complex financing solutions and comprehensive wealth management for high-net-worth and ultra-high-net-worth clients. This role involves developing and managing client portfolios, structuring complex financing, and collaborating with internal experts to meet client financial objectives, while ensuring rigorous risk management and fostering long-term, trust-based relationships.
What We're Looking For
Provide advice and personalized wealth management solutions for high-net-worth clients and their families.,Develop and manage a client portfolio by identifying and closing business opportunities across the Bank's products and services.,Structure complex financing files in collaboration with credit specialists.,Guide clients in achieving financial objectives, leveraging internal expertise in financial and estate planning.,Ensure sustainability of client relationships, growth in wallet share, and profitability, adhering to risk management standards.,Collaborate with various National Bank sectors to respond to clients' evolving needs.
Ideal Candidate
Bachelor's degree in a related field with 10 years of relevant experience, or a Master's degree in a related field with 6 years of relevant experience.,Strong knowledge of banking products and services in personal and commercial banking.,In-depth expertise in wealth management, complex credit, and financing solutions.,Significant experience in business development with high-net-worth and entrepreneurial clientele.,Fin. PL or CFP designation (an asset).
Minimum Education
Bachelor's Degree or Master's Degree
Hard Skills
Soft Skills
Work Hours
Full-Time
Benefits
Special Commitments
Requires serving clients who speak a language other than French regularly
About the Company
National Bank of Canada
National Bank of Canada is one of the six systemically important banks in Canada, providing a comprehensive range of financial services to individuals, businesses, and institutional clients. Headquartered in Montreal, it is the leading financial institution in Quebec and holds strong positions across the country and internationally. The bank is committed to a people-first approach, fostering an entrepreneurial culture and sustainable growth for its communities.
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