Attendance

On-Site

Job number

35985

Category

Professional

Status: Temporary 12 months

Type of Contract

Temporary

Number of months

12 months

Schedule: Full-Time

Full Time / Part Time?

Full time

Posting date

06-Oct-2026

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

Location(s): Calgary

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 professional 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 me

📌 Private Banking Associate, Private Banking 1859 (Calgary)
🏢 National Bank
📍 Calgary