Company Description National Bank Private Banking 1859 has been providing personalized private banking services for over 15 years, with a focus on preserving and sustaining family and business wealth. The team offers a boutique-style experience built on trust, proximity, and fully customized solutions tailored to each client’s complex reality. Clients benefit from holistic guidance that brings together internal experts and external partners around shared objectives such as preserving, growing, and transferring wealth across generations and to meaningful causes.

The offering is comprehensive yet flexible, designed to complement the work of existing qualified advisors and deliver long-term value.

Role Description The Senior Private Banker is a full-time, hybrid role based in Montréal, with a mix of on-site client meetings and some work-from-home flexibility. In this position, the Senior Private Banker builds and manages a portfolio of high-net-worth clients, providing tailored private banking solutions that address complex financial needs. Day-to-day responsibilities include advising clients on financial planning, asset allocation, and investment strategies, and coordinating with internal specialists to deliver integrated wealth management services.

The Senior Private

Banker conducts regular portfolio reviews, identifies opportunities to enhance financial outcomes,



and ensures a high level of service and responsiveness. The role also involves business development, networking with centers of influence, and contributing to the growth of Private Banking 1859 while maintaining strong risk management and compliance standards.

Qualifications

- Demonstrated expertise in Private Banking and Finance, with experience serving high-net-worth individuals and families.
- Strong skills in Financial Planning and Asset Allocation, including the ability to design and implement comprehensive wealth strategies.
- Solid knowledge of Investments, financial markets, and investment vehicles suitable for complex client needs.
- Proven ability to build and maintain long-term client relationships based on trust, discretion, and excellent service.
- Strong analytical, communication, and presentation skills, with the ability to explain complex concepts clearly.
- Experience working collaboratively with multidisciplinary teams and external professional advisors.
- Relevant university degree in finance, business, economics, or a related field; professional designations such as CFP, CIM, CFA, or equivalent are assets.
- Comfort working in a hybrid environment in Montréal, with flexibility to meet clients in person and remotely.

📌 Senior Private Banker (Montreal)
🏢 National Bank Private Banking 1859
📍 Montreal