Senior Private Banker

at  National Bank of Canada

Private Banking 1859 provides a boutique, red carpet experience to ultra-hig net worth clients with personal banking and business needs as well as wealth management, estate and tax planning.
Private banking 1859 is part of National Bank of Canada, an award-winning employer, headquartered in Montreal with over 21,000 employees.
We are looking for a professional candidate dedicated to the highest standards of customer service to join our team.

Your role:

• Offer solutions and advice on all aspects of wealth management to high-net-worth clients et their families.
• Leverage your entrepreneurial desires to build and manage a client base.
• More specifically, you will be required to identitify and develop business opportunities for all Bank products and services and develop the HNW client segment.
• Build trust-based relationship with clients.
• Collaborate with our credit experts to structure complex credit deals and work with the client throughout the process.
• Rigorously apply the Bank’s risk management standards.
• Guide clients appropriately in achieving their financial objectives, leverage our Financial Planning and Estate experts as needed.
• Helps the Bank develop its shares of wallet and increase its profitability by provinding banking solutions to clients based on their profile and goals.
• Ensure the sustainability of clients relationships and the profitability of their portfolio
• If necessary, engage and collaborate with other National Bank businesses to adequately meet client need
• Provide exemplary customer service and a client-centric experience that’s consistent with our nine value of wealth management services
• The incumbent must be able to identify the risk inherent to Wealth Management sector activities

• Offer solutions and advice on all aspects of wealth management to high-net-worth clients et their families.
• Leverage your entrepreneurial desires to build and manage a client base.
• More specifically, you will be required to identitify and develop business opportunities for all Bank products and services and develop the HNW client segment.
• Build trust-based relationship with clients.
• Collaborate with our credit experts to structure complex credit deals and work with the client throughout the process.
• Rigorously apply the Bank’s risk management standards.
• Guide clients appropriately in achieving their financial objectives, leverage our Financial Planning and Estate experts as needed.
• Helps the Bank develop its shares of wallet and increase its profitability by provinding banking solutions to clients based on their profile and goals.
• Ensure the sustainability of clients relationships and the profitability of their portfolio
• If necessary, engage and collaborate with other National Bank businesses to adequately meet client need
• Provide exemplary customer service and a client-centric experience that’s consistent with our nine value of wealth management services
• The incumbent must be able to identify the risk inherent to Wealth Management sector activitie