Wealth Management Private Banker

Position: Wealth Management Private Banker Role
Join National Bank as a Private Banker specializing in wealth management. You will provide financial expertise and relationship management to high-net worth clients in Southwestern Ontario.

This role centers around offering tailored financial solutions and advice for affluent families. The Private Banking 1859 team emphasizes exemplary service, strategic wealth management, and client-centric experiences. You will apply your knowledge in financing and banking to analyze client needs and create profitable, sustainable financial strategies.

Key Responsibilities:

• Provide tailored wealth management solutions for high-net-worth clients

• Analyze clients' needs to establish profitable financial strategies

• Build lasting relationships with clients and internal partners

• Structure credit requests using our automated lending platform

• Negotiate terms that align with risk management standards

Requirements:

• Bachelor's or Master's degree in a related field

• 5-10 years of relevant banking experience

• CFP or PFP designation required

• Exceptional customer service and negotiation skills

• Strong leadership and teamwork abilities

Bring your financial deep expertise and relationship skills to ensure client satisfaction and success at National Bank.
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