Private Banking Associate at National Bank

Elevate your career with National Bank as a Private Banking Associate. Support ultra-high net worth clients by providing exceptional service and optimizing banking experiences in a hybrid work environment.

As a Private Banking Associate in Private Banking 1859, you will assist Private Bankers with administrative duties and enhance customer loyalty through personalized relationships. This role emphasizes optimizing client interactions while identifying potential sales opportunities and meticulously monitoring client files.

Key Responsibilities:

• Support Private Bankers with various administrative tasks

• Ensure customer satisfaction through personalized engagement

• Optimize interventions to identify sales opportunities

• Open accounts and transact on behalf of clients

• Monitor compliance and risk in Wealth Management activities

Requirements:

• Three-year college diploma with three years of experience

• Knowledge of banking and investment products

• Proficiency in Microsoft 365

• Strong attention to detail and communication skills

• Ability to manage multiple tasks in a dynamic environment

Bring your expertise to elevate the client experience at National Bank.
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