Private Banker at National Bank

Elevate your career with National Bank as a Private Banker focused on advisory services. This role involves creating wealth management strategies for affluent clients in Southwestern Ontario.

As a member of the Private Banking 1859 team, you will work closely with high-net-worth individuals, offering expert financial advice to grow their wealth. Emphasis is placed on building trust-based relationships and providing outstanding client service. You will leverage your experience to analyze client needs and ensure profitability of financial portfolios.

Key Responsibilities:

• Deliver holistic wealth management solutions to high-net-worth clients

• Rigorously analyze clients' financial needs for customized strategies

• Forge strong relationships with clientele and stakeholders

• Structure credit requests efficiently using SAP platform

• Ensure compliance with risk management while negotiating terms

Requirements:

• Bachelor’s or Master’s degree in a financial discipline

• 5-10 years of relevant experience in banking

• CFP or PFP certification is a must

• Proven skills in sales, business development, and service excellence

• Strong interpersonal and relationship-building skills

Join the National Bank team and empower clients to achieve financial success!
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