Attendance

On-Site

Job number

35028

Category

Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full time

Full Time / Part Time?

Full-Time

Posting date

21-Aug-2026

Area(s) of interest: Advisory services, Personal banking

Location(s): Vancouver

Private Banking 1859 provides a boutique, red carpet experience to ultra-high net worth clients with personal banking and business needs as well as wealth management, estate and tax planning.

We are looking for a skilled candidate dedicated to the highest standards of customer service to join our team.

Your Role
Support the Private Bankers by providing various administrative as well as customer service tasks assigned by the manager.
Ensure customer satisfaction and loyalty by developing a personalized relationship that meets the needs of each client.
Optimize customer interventions and identify sales opportunities.
Open commercial and personal accounts and perform various transactions on behalf of clients.




Contribute to the efficiency of administrative and financial activities by rigorously monitoring client files.
Actively participate in bringing operational efficiency and necessary improvement to processes.
Identify all risks inherent to the Wealth Management sector's activities.
Provide clients with products or services that can meet their needs.
Perform preliminary analysis, compilation, verification, and indexation of the financial information and tax structures required to process customer financing requests, in accordance with standards established by the credit center.
Ensure adherence to deadlines (loans, investments, interest income).
Establish and maintain effective communication with the various stakeholders involved in the files.
Work closely with affluent and influential clientele while displaying a high degree of poise and professionalism.
Work independently in a dynamic work setting through strong administration, organizational, planning, and time management skills.

Your Team:

Private Banking 1859 is part of National

📌 Private Banking Associate On Site Vancouver
🏢 National Bank
📍 Vancouver