Overview
Private Banker, Private Banking Jobs in Calgary, Canada at NATIONAL BANK OF CANADA
On-Site
Senior Professional
Permanent
Type of Contract
Permanent
Schedule:
Full-Time
Full Time / Part Time?
Full-Time
Posting date
Advisory services, Commercial banking
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
Offer solutions and advice on all aspects of wealth management to high-net-worth and ultra-high-net worth clients and their families.
More specifically, you will be required to Identify and develop business opportunities for all Bank products and services and develop the HNW client segment
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
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.
As part of the 1859 Corporate & Private Banking sector, you will report to the Regional Vice President, 1859 Private Banking of Calgary region. 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
Languages:
English
Emotional Intelligence
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.
* Flexible group insurance
* Generous pension plan
* Employee and Family Assistance Program
* Preferential banking services
* Opportunities to get involved in community initiatives
* Virtual sleep clinic
Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.   Une carrière en tant que Conseiller As a Senior Legal Advisor in the Legal
Title: Private Banker, Private Banking
Company: NATIONAL BANK OF CANADA
Location: Calgary, Canada
Category:
