Private Banking Associate Wealth Management (Levis)

Private Banking Associate Wealth Management (Levis)

15 Nov
|
Great Lion Canada
|
Levis

15 Nov

Great Lion Canada

Levis

Support high-net-worth clients with wealth management services and advice as a Banking Associate at National Bank. French communication and relationship skills are central.

Private Banking 1859 seeks a Banking Associate for permanent, full time or part-time work. You will support bankers, manage client files, and develop trust-based relationships. The position requires knowledge of banking, investment, and financing products, plus experience with personal or commercial credit.

Key Responsibilities:

- Provide administrative follow-up and customer service for bankers
- Develop personalized relationships that strengthen client satisfaction and loyalty
- Identify opportunities for multi-product recommendations




- Open business and personal files and process client transactions
- Follow compliance, risk management, and transaction deadlines

Requirements:

- Related college diploma or equivalent academic background
- Three years of relevant experience
- Completed Investment Funds in Canada Course
- Experience with personal or commercial credit
- French communication and knowledge of Word and Excel

Apply wealth management, client service, credit, and communication expertise while supporting Private Banking 1859 clients at National Bank.

📌 Private Banking Associate Wealth Management (Levis)
🏢 Great Lion Canada
📍 Levis

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