Private Banking Associate

Attendance

On-Site

Job number

22999

Category

Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

15-Nov-2024

Location: Vancouver, British Columbia

City

Vancouver

Province/State

British Columbia

Area of Interest: Wealth management

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.

Private Banking 1859 is part of National Bank of Canada – an award-winning employer, headquartered in Montreal with over 21,000 employees.

We are looking for a professional candidate dedicated to the highest standards of customer service to join our team.

This position reports to the Manager of Client Services, Private Banking 1859.

Roles & Responsibilities

Closely work and support the Senior Private Banker/Vice President 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.

In addition:

Provide clients with products or services that can meet their needs.
Perform preliminary analysis, compilation, verification, and indexation of the financial information and tax structures required to process customer financing requests, in accordance with standards established by the credit center.
Ensure adherence to deadlines (loans, investments, interest income).
Establish and maintain effective communication with the various stakeholders involved in the files.
Work closely with affluent and influential clientele while displaying a high degree of poise and professionalism.
Work independently in a dynamic work environment through strong administration, organizational, planning, and time management skills.

Requirements:

Completed three-year college diploma or academic equivalent, related to industry and three years of relevant experience.
Knowledge of banking, investment, and financial products
Knowledge of Microsoft 365
Exceptional attention to detail
Dynamic interpersonal skills with a can-do attitude to exercise initiative and handle several tasks and changing priorities.
Strong communication skills and can connect, both verbally and in writing, with customers and related teams in a courteous, and effective manner
French language is an asset.

What we offer:

Competitive salary, bonus, and vacation
A beautiful office located in the heart of the luxury corridor of the Alberni Street
Currently offering a variety of health and wellness-based initiatives, like telemedicine, hybrid working from home model and fitness reimbursement
Management that supports your work and career progression
An inclusive and collaborative working environment, where everyone’s contribution is recognized and rewarded
A growing team of highly specialized professionals in the industry, ready to provide mentorship

Languages:

English

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?