National Bank Private Banker Position Kitchener

National Bank Private Banker Position Kitchener

01 Aug
|
National Bank of Canada
|
Kitchener

01 Aug

National Bank of Canada

Kitchener

Join National Bank as a Private Banker, focusing on financial planning and credit for high-net-worth clients in Southwestern Ontario. Drive client success through exceptional relationship management and wealth strategies.

As part of the reputable Private Banking 1859 team, your expertise will empower clients to manage and grow their wealth, benefiting future generations and philanthropic efforts. This senior role requires an in-depth analysis of clients' financial needs and creating sustainable strategies for long-term success, rooted in exemplary service.

Key Responsibilities:
Advise on wealth management tailored to client needs
Structure credit requests using SAP technology
Ensure compliance with risk management and profitability criteria




Cultivate solid client relationships built on trust
Involve specialists to optimize client strategies

Requirements:
Bachelor's degree with 5 years or Master's with 3 years of relevant experience
Require CFP or PFP designation
Knowledge of financing and banking products/services
Robust skills in customer service and negotiations
Ability to build effective relationships with clients

Become a trusted financial expert, enhancing client portfolios in the National Bank Private Banking team.
J-18808-Ljbffr

📌 National Bank Private Banker Position Kitchener
🏢 National Bank of Canada
📍 Kitchener

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: national bank private banker position kitchener / kitchener

Subscribe to this job alert:

Get the latest job offers by email for: national bank private banker position kitchener / kitchener