National Bank Wealth Associate

Position: National Bank Wealth Associate Role
Join National Bank as a Wealth Associate in the Private Banking 1859 division, helping high-net-worth clients navigate their financial journeys. Provide essential services and administrative support while maintaining client satisfaction.

In this role, you will assist private bankers with account management and ensure top-tier customer service for discerning clientele. Your responsibilities include updating client files, preparing for client meetings, and being an integral link in operations. Additionally, you will focus on compliance, financial transaction administration, and portfolio management.

Key Responsibilities:

• Support private advisors with administrative tasks

• Ensure client files are current and comprehensive

• Prepare thoroughly for client consultations

• Facilitate communication with various operational departments

• Assist in portfolio analysis and financial planning

Requirements:

• College diploma with at least two years of experience

• Background in office administration preferred

• Successful completion of Canadian Securities Course (CSC)

• Knowledge of compliance and risk practices

• Current awareness of financial market trends

Utilize your client service expertise to thrive as a Wealth Associate at National Bank.
#J-18808-Ljbffr