Provide premium banking services to affluent clients, focusing on comprehensive wealth management and personalized financial advice. Build and nurture strong client relationships through active community engagement.
As an accredited Private Banker, you will focus on delivering an integrated banking experience that meets high-net-worth client needs. Your ability to problem-solve independently will enhance client satisfaction while leveraging a collaborative approach with internal teams. Develop your external connections to drive current client acquisition in a competitive market.
Key Responsibilities:
• Manage and advise high-net-worth households on banking needs
• Build and maintain a robust network of influence
• Collaborate with internal partners for integrated client solutions
• Represent the Private Banking service as a trusted advisor
• Engage actively in community events to attract new clients
Requirements:
• Minimum 5 years of experience in client advisory roles
• Understanding of credit management and wealth planning
• Proven track record in sales and relationship management
• Investment Funds in Canada (IFIC) required
• Financial Planning designation (PFP) to be achieved
Harness your skills in wealth management to deliver the highest standard of service while expanding the Private Banking client's base and enhancing loyalty.
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