Join ATB as a Senior Private Banking Advisor, providing tailored banking experiences for high-net-worth clients throughout Alberta. This role demands expertise in both client relationship management and complex financial solutions.
You will guide clients through their financial journeys, building robust relationships while collaborating with key specialists. This senior position emphasizes proactive business development and the ability to devise sophisticated lending and investment strategies. Through regular reviews, you'll align services with clients' evolving needs for optimal wealth management.
Key Responsibilities:
• Manage a portfolio of high-net-worth families
• Strengthen relationships via discovery of financial goals
• Deliver a personalized, proactive private banking service




• Structure complex lending arrangements and investment strategies
• Monitor banking performance for emerging risks and solutions
Requirements:
• 8-10 years in financial services, including private banking
• Expertise in risk assessment and credit management
• Certification as a Financial Planner (CFP) within 30 months
• Strong understanding of Alberta's affluent markets
• Advanced negotiation and sales management skills
Show your expertise in high-net-worth banking at ATB, ensuring optimal financial support for your clients.
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📌 ATB Senior Private Banking Advisor (Red Deer)
🏢 ATB Financial
📍 Red Deer