Take your banking career to the next level as a Senior Private Banker Level II. Focus on custom solutions for High Net Worth individuals while enhancing financial relationships. In this pivotal role, you'll manage and onboard High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, delivering tailored banking and credit solutions.

Conduct detailed discovery sessions to understand financial aspirations, ensuring that all banking activities and transactions align with these goals. Your proactive follow-up strategy will be key in retaining clients and promoting our full suite of offerings. Key Responsibilities:

- Develop relationships with HNW and UHNW clients
- Conduct thorough discovery sessions on financial goals




- Manage complex banking and credit transactions
- Execute proactive follow-ups to exceed client expectations
- Monitor credit requests and provide analysis as needed Requirements:
- Preferred Post-Secondary or Undergraduate degree
- Minimum 3+ years in banking and credit services
- Canadian Securities Course (CSC) completion
- Commitment to attaining PFP or CFP designation
- Proficient in advanced credit analysis and advice Elevate your career with solid client relationship management and advanced credit solutions for distinguished clientele.

📌 Senior Private Banker Level II (Halifax Regional Municipality)
🏢 Jobtailor
📍 Halifax Regional Municipality