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 solid 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 familiesStrengthen relationships via discovery of financial goalsDeliver a personalized,



proactive private banking serviceStructure complex lending arrangements and investment strategiesMonitor banking performance for emerging risks and solutionsRequirements:8-10 years in financial services, including private bankingExpertise in risk assessment and credit managementCertification as a Financial Planner (CFP) within 30 monthsStrong understanding of Alberta's affluent marketsAdvanced negotiation and sales management skillsShow your expertise in high-net-worth banking at ATB, ensuring optimal financial support for your clients.#J-18808-Ljbffr

📌 Atb Senior Private Banking Advisor (Burnstick Lake)
🏢 ATB Financial
📍 Burnstick Lake