Client-focused Associate in Private Banking (Quebec City)

Client-focused Associate in Private Banking (Quebec City)

30 Sep
|
National Bank
|
Quebec City

30 Sep

National Bank

Quebec City

Elevate your career as a Client-focused Associate at National Bank's Private Banking 1859. This role offers a unique blend of hybrid work flexibility while providing tailored financial solutions to a high-net-worth clientele.
You will play a crucial role in supporting private bankers with a mix of administrative duties and client service excellence. Building trust and identifying opportunities for a multi-faceted financial offering are core to this position. Your financial acumen and effective communication will help strengthen client loyalty and satisfaction.
Key Responsibilities:
• Assist private bankers in administrative follow-ups
• Cultivate trust-based relationships with clients
• Assess financial information for client transactions




• Open business and personal client files
• Ensure compliance with banking standards and regulations
Requirements:
• College diploma or academic equivalent with 3 years of experience
• Expertise in banking and investment products
• Completed relevant courses in financial services
• Proficient in Microsoft Office Suite
• High degree of initiative and independence
Utilize your expertise in client relations and financial services to thrive in a supportive team workplace at National Bank.
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📌 Client-focused Associate in Private Banking (Quebec City)
🏢 National Bank
📍 Quebec City

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