Wealth Associate

Position: National Bank Wealth Associate Role
Advance your career with National Bank as a Wealth Management Associate in Private Banking 1859. Deliver premier financial services to high-net-worth clients while enjoying a flexible hybrid work model.

As a Wealth Management Associate, you will play a pivotal role, supporting advisors and ensuring smooth client interactions. Your key responsibilities will include administrative tasks, client file management, and facilitating team business development. Understanding financial markets will be essential for this role.

Key Responsibilities:

• Provide administrative support for private advisors

• Offer high-quality customer service and meeting preparations

• Ensure client files are meticulously maintained

• Act as the communication link for operational teams

• Assist in financial planning and portfolio analysis

Requirements:

• Completed college diploma and two years of experience

• Strong background in customer service

• Required completion of financial qualifications

• Good knowledge of Word and Excel

• Ability to thrive under pressure

Join National Bank to utilize your skills in enhancing client relationships and financial transactions.
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