Relational Private Banker

Attendance

Hybrid

Job Number

20836

Category

Intermediate Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

03-May-2024

Location: Laval, Quebec

City

Laval

Province/State

Quebec

Area of Interest: Wealth management

National Bank offers a wide range of financial services to individuals, businesses and public administrations in Canada, as well as specialized services to a select group of international clients.

A career as a Relationship Private Banker in the Laval team at the National Bank means acting as an expert with wealthy clients.

Your job:

• Identify and develop business opportunities for all of the services and products offered by the Bank and develop the market for high-end individual customers

• Build a relationship of trust with customers

• Manage a credit portfolio by rigorously applying the Bank's risk management standards

• Guide clients adequately to achieve their financial goals

• Help the Bank grow its share of wallet and increase its profitability by providing banking solutions to customers based on their profile and objectives

• Be responsible for the sustainability of the relationship with clients and ensure the profitability of their portfolio

• If necessary, involve appropriate specialists and parties in the relationship in order to adequately meet client needs

• Interpret financial data using sophisticated analysis and submit financing and credit renewal applications

• Negotiate conditions for files that comply with risk management standards and profitability criteria

• Establish constant communication and meticulous monitoring with the account managers of Business Services and the Senior Investment Advisors of Private Management 1859 in order to identify their needs and provide them with solutions allowing them to maximize business development opportunities to their customers

• Provide exemplary service to clients and provide them with a client-centric experience that is consistent with the nine values of our wealth management service

• Identify the risks inherent to the activities of the Wealth Management sector.

Your team :

Within the Business & Private Management 1859 sector, you report to the Senior Director Private Management 1859 of the Laval Rive-Nord region. Our team stands out for its expertise in the field and on the market.

Prerequisites:

• Bachelor's degree related to the sector of activity and four years of relevant experience OR Master's degree related to the sector of activity and two years of relevant experience OR University certificate/PUB 1st cycle and six years of relevant experience

• Be a collective savings representative (REC)

• Experience in sales and customer service

• Experience as an Advisor, Personal Finance

• Knowledge of banking products and services

• Impeccable customer service, business development and negotiation skills

• Excellent interpersonal skills and ability to build strong business relationships

• Accessibility, friendliness, proactivity, customer-centric attitude, agility and responsibility

Languages:

Language: English

Reason to require this language: you will need to serve clients who speak a language other than French regularly.

Skills

Accountability Client-focused Communication Diversity & Inclusion Driving Results Emotional Intelligence Empathy Humility Initiative Learning Agility Resiliency Teamwork

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

Health and wellness program, including many options
Flexible group insurance
Generous pension plan
Employee Share Ownership Plan
Employee and Family Assistance Program
Preferential banking services
Opportunities to get involved in community initiatives
Telemedicine service
Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. 

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first:

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.   Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. 

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!

Apply

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?