Private Banker
Ville : Calgary
Catégorie : Permanent Full-Time
Industrie : Advisory services, Commercial banking
Employeur : National Bank
A career as a Private Banker on the Prairies PB1859 team at National Bank means acting as a Financial Planning and credit expert to wealthy clientele. This also involves strong proactive relationship management skills and processes.
National Bank offers a wide range of financial services to individuals, businesses and governments in Canada, as well as specialized services to a select group of international clients.
Your Job:
- Offer solutions and advice on all aspects of wealth management for high-net worth clients and their families.
- Provide financial expertise and the framework to support the current generations' needs to grow their wealth for the benefit of future generations and, in many cases, philanthropic organizations.
- Rigorously apply processes and procedures to properly analyze clients' needs, and establish an integrated and profitable financial strategy with them
- Provide exemplary service and a client-centric experience that aligns with our wealth management service values
- Build client and internal partner relationships based on trust
- Structure traditional and common credit requests utilizing our automated lending platform (SAP)
- Be responsible for the sustainability of the relationship with your clients and ensure profitability of your clients' portfolios
- Involve appropriate specialists/parties in the relationship to properly meet, anticipate and exceed clients' needs
- Negotiate terms and conditions for files that conform to risk management standards and profitability criteria
- Help the Bank grow its portfolio share and increase profitability by providing clients with banking solutions tailored to their profile and goals.
- Manage a credit portfolio while strictly applying the Bank’s risk management standards.
Your team:
As part of the Commercial & Private Banking 1859 sector, you will report to the Regional Vice President, Private Banking 1859. Our team stands out for its industry and market expertise.
Prerequisite:
- Bachelor's degree in a related field and 5 years of relevant experience, or Master's degree in a related field and 3 years of relevant experience
- CFP or PFP designation
- Knowledge of financing and banking products/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
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!