04 Aug
|
National Bank of Canada
|
Kitchener
04 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 robust 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.
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📌 National Bank Private Banker Position Kitchener
🏢 National Bank of Canada
📍 Kitchener