Senior Private Banker Advisory Focus

Position: Senior Private Banker with Advisory Focus
Be part of National Bank as a Senior Private Banker, focusing on delivering wealth management services to high-net-worth clients. Your relationship management skills will enhance client experiences in Southwestern Ontario.

This position in the Private Banking 1859 team emphasizes strong financial planning and personalized advice for affluent families. You will ensure that risk management principles guide your financial strategies while fostering trust with clients.

Your role includes collaborating with specialists to meet diverse client needs and drive portfolio profitability.

Key Responsibilities:

• Provide tailored advisory services for high-net-worth clientele

• Conduct thorough analysis of financial needs for integrated strategies

• Build and maintain trust-based relationships with clients and partners

• Process credit requests using automated platforms

• Negotiate favorable terms that conform to risk standards

Requirements:

• Bachelor’s or Master’s degree in a relevant field

• Minimum of 5-10 years in private banking or advisory roles

• Certified Financial Planner (CFP) or Portfolio Manager (PFP)

• Outstanding customer service and relationship management skills

• Strong negotiation and leadership abilities

Bring your advisory expertise to National Bank and help clients secure their wealth effectively.
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