Job details

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 Regional Vice President, Private Banking 1859 in Calgary, AB

Your Job:

• Offer solutions and advice on all aspects of wealth management to high-net-worth and ultra-high-net worth clients and their families.
• Leverage your entrepreneurial desires to build and manage a client base.
• More specifically, you will be required to Identify and develop business opportunities for all Bank products and services and develop the HNW client segment
• Build trust-based relationships with clients
• Collaborate with our credit experts to structure complex credit deals and work with the client throughout the process
• Rigorously apply the Bank's risk management standards
• Guide clients appropriately in achieving their financial objectives, leverage our Financial Planning and Estate experts as needed
• Help the Bank develop its share of wallet and increase its profitability by providing banking solutions to clients based on their profile and goals
• Ensure the sustainability of client relationships and the profitability of their portfolio
• If necessary, engage and collaborate with other National Bank businesses to adequately meet client needs
• Provide exemplary customer service and a client-centric experience that's consistent with our nine values of wealth management services
• The incumbent must be able to identify the risks inherent to Wealth Management sector activities.

Your team:

As part of the 1859 Corporate & Private Banking sector, you will report to the Regional Vice President, 1859 Private Banking of Calgary region. Our team stands out for its industry and market expertise.

Prerequisite:

• Bachelor's degree in a related field and 10 years of relevant experience or a master's degree in a related field and 6 years of relevant experience, CFP or PFP designation (an asset)
• Knowledge of banking products and services in the Personal and Commercial Banking sectors
• Outstanding customer service, sales, business development and negotiation skills
• Excellent interpersonal skills and ability to build strong business relationships
• Accessibility, friendliness, proactivity, client-centric attitude, agility and responsibility
• Leadership skills and ability to be autonomous, persevere and work in a team