National Bank Private Banker Position Kitchener (Canada)

National Bank Private Banker Position Kitchener (Canada)

09 Aug
|
National Bank of Canada
|
Canada

09 Aug

National Bank of Canada

Canada

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 solid 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
Solid 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 (Canada)
🏢 National Bank of Canada
📍 Canada

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