Private Banker

Area(s) of interest: Advisory services, Commercial banking

A career as a Private Banker in the Private Banking 1859 team at National Bank means acting as a Financial Planning and credit expert to wealthy clientele. This also involves strong proactive relationship management skills and processes.

National Bank offers a wide range of financial services to individuals, businesses and governments in Canada, as well as specialized services to a select group of international clients.

• Offer solutions and advice on all aspects of wealth management for high-net worth clients and their families.
• Provide financial expertise and the framework to support the current generations' needs to grow their wealth for the benefit of future generations and, in many cases, philanthropic organizations.
• Rigorously apply processes and procedures to properly analyze clients' needs, and establish an integrated and profitable financial strategy with them.
• Provide exemplary service and a client‑centric experience that aligns with our wealth management service values.
• Build client and internal partner relationships based on trust.
• Structure traditional and common credit requests utilizing our automated lending platform (SAP).
• Be responsible for the sustainability of the relationship with your clients and ensure profitability of your clients' portfolios.
• Involve appropriate specialists/parties in the relationship to properly meet, anticipate and exceed clients' needs.
• Negotiate terms and conditions for files that conform to risk management standards and profitability criteria.
• Help the Bank grow its portfolio share and increase profitability by providing clients with banking solutions tailored to their profile and goals.
• Manage a credit portfolio while strictly applying the Bank’s risk management standards.

As part of the Commercial & Private Banking 1859 sector, you will report to the Regional Vice President and you'll cover Southwestern Ontario. Our team stands out for its industry and market expertise.

• Bachelor's degree in a related field and ten (5) years of relevant experience, or Master's degree in a related field and six (3) years of relevant experience.
• CFP or PFP designation.
• Knowledge of financing and banking products/services in both personal and commercial banking.
• Exceptional customer service, sales, business development, and negotiation experience.
• Excellent interpersonal skills with the ability to build strong relationships.
• Accessible, convenient, proactive, client‑centric, agile and accountable.
• Leadership abilities, autonomy, perseverance, teamwork.

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 such as:

• Health and wellness program, including many options.
• Employee Share Ownership Plan.
• Employee and family assistance program.
• Preferential banking services.
• Involvement in community initiatives.
• Virtual sleep clinic.