A career as a Private Banker in the Private Banking 1859 team at National Bank means acting as a Financial Planning and credit expert to wealthy clientele. This also involves strong proactive relationship management skills and processes.National Bank offers a wide range of financial services to individuals, businesses and governments in Canada, as well as specialized services to a select group of international clients.Your JobOffer solutions and advice on all aspects of wealth management for high-net worth clients and their families.Provide financial expertise and the framework to support the current generations' needs to grow their wealth for the benefit of future generations and, in many cases, philanthropic organizations.Rigorously apply processes and procedures to properly analyze clients' needs, and establish an integrated and profitable financial strategy with them.Provide exemplary service and a client-centric experience that aligns with our wealth management service values.Build client and internal partner relationships based on trust.Structure traditional and common credit requests utilizing our automated lending platform (SAP).Be responsible for the sustainability of the relationship with your clients and ensure profitability of your clients' portfolios.Involve appropriate specialists/parties in the relationship to properly meet,



anticipate and exceed clients' needs.Negotiate terms and conditions for files that conform to risk management standards and profitability criteria.Help the Bank grow its portfolio share and increase profitability by providing clients with banking solutions tailored to their profile and goals.Manage a credit portfolio while strictly applying the Bank's risk management standards.Your TeamAs part of the Commercial & Private Banking 1859 sector, you will report to the Regional Vice President and you'll cover Southwestern Ontario. Our team stands out for its industry and market expertise.PrerequisiteBachelor's degree in a related field and ten (5) years of relevant experience, or Master's degree in a related field and six (3) years of relevant experienceCFP or PFP designationKnowledge of financing and banking products/services in both personal and commercial bankingExceptional customer service, sales, business development, and negotiations experienceExcellent interpersonal skills with the ability to build solid relationshipsAccessible, convenient, proactive, client-centric, agile and accountableLeadership abilities, autonomy, perseverance, teamworkLanguages and SkillsLanguages: EnglishRequired skills: Accountability, Client-focused, Communication, Emotional Intelligence, Learning Agility, Listening, TeamworkYour benefitsIn addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:Health and wellness program, including many optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and family assistance programPreferential banking servicesInvolvement in community initiativesTelemedicine serviceVirtual sleep clinic #J-18808-Ljbffr

📌 Private Banker (Kitchener)
🏢 National Bank of Canada
📍 Kitchener