07 Aug
|
National Bank of Canada
|
Kitchener
07 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 needsStructure credit requests using SAP technologyEnsure compliance with risk management and profitability criteriaCultivate robust client relationships built on trustInvolve specialists to optimize client strategiesRequirements:Bachelor's degree with 5 years or Master's with 3 years of relevant experienceRequire CFP or PFP designationKnowledge of financing and banking products/servicesStrong skills in customer service and negotiationsAbility to build effective relationships with clientsBecome 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