Wealth Associate National Bank

Position: Wealth Associate Role with National Bank
Join National Bank as a Wealth Associate in the Private Banking 1859 sector, focusing on high-net-worth clients. This hybrid role demands exceptional customer service and financial expertise.

As a Wealth Associate, you will facilitate administrative tasks for private banking advisors and maintain proactive client management.

Your role is vital for ensuring adherence to compliance standards and supporting financial transaction processes.

Key Responsibilities:

• Assist advisors with client account administration

• Deliver excellent service and prepare for client interactions

• Maintain up-to-date client files and records

• Act as the liaison between operational departments

• Prepare financial analyses and monitor market conditions

Requirements:

• College diploma with two years of experience in a relevant field

• Completion of the CSC and proficiency in software tools

• Ability to maintain composure under stress

• Strong organizational skills and initiative

• French language proficiency needed for client relations

Bring your client-focused approach and wealth management knowledge to enhance the service at National Bank.
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