Senior Private Banker

Private Banking 1859 provides a boutique, red carpet experience to ultra-high 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.

This position reports to the Regional Vice President, Private Banking 1859 in Calgary, AB

 

Your Job:

• Offer solutions and advice on all aspects of wealth management to high-net-worth and ultra-high-net worth clients and their families.
• Leverage your entrepreneurial desires to build and manage a client base.
• More specifically, you will be required to Identify and develop business opportunities for all Bank products and services and develop the HNW client segment
• Build trust-based relationships 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
• Help the Bank develop its share of wallet and increase its profitability by providing banking solutions to clients based on their profile and goals
• Ensure the sustainability of client relationships and the profitability of their portfolio
• If necessary, engage and collaborate with other National Bank businesses to adequately meet client needs
• Provide exemplary customer service and a client-centric experience that's consistent with our nine values of wealth management services
• The incumbent must be able to identify the risks inherent to Wealth Management sector activities.

 

Your team:

As part of the 1859 Corporate & Private Banking sector, you will report to the Regional Vice President, 1859 Private Banking of Calgary region. Our team stands out for its industry and market expertise.

 

Prerequisite:

• Bachelor's degree in a related field and 10 years of relevant experience or a master's degree in a related field and 6 years of relevant experience, CFP or PFP designation (an asset)
• Knowledge of banking products and services in the Personal and Commercial Banking sectors
• Outstanding customer service, sales, business development and negotiation skills
• Excellent interpersonal skills and ability to build strong business relationships
• Accessibility, friendliness, proactivity, client-centric attitude, agility and responsibility
• Leadership skills and ability to be autonomous, persevere and work in a team

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.    * Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and Family Assistance Program * Preferential banking services * Opportunities to get involved in community initiatives * Telemedicine service * Virtual sleep clinic    These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.   Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.   We're putting people first We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.     We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?    Come live your ambitions with us!