Private Banking Associate

Private Banking 1859 provides a boutique, red carpet experience to ultra-high net worth clients with personal banking and business needs as well as wealth management, estate and tax planning.

Private Banking 1859 is part of National Bank of Canada – an award-winning employer, headquartered in Montreal with over 21,000 employees.

We are looking for a professional candidate dedicated to the highest standards of customer service to join our team.

This position reports to the Manager of Client Services, Private Banking 1859.

Roles & Responsibilities

• Closely work and support the Senior Private Banker/Vice President by providing various administrative as well as customer service tasks assigned by the manager.
• Ensure customer satisfaction and loyalty by developing a personalized relationship that meets the needs of each client.
• Optimize customer interventions and identify sales opportunities.
• Open commercial and personal accounts and perform various transactions on behalf of clients.
• Contribute to the efficiency of administrative and financial activities by rigorously monitoring client files.
• Actively participate in bringing operational efficiency and necessary improvement to processes
• Identify all risks inherent to the Wealth Management sector's activities.

In addition:

• Provide clients with products or services that can meet their needs.
• Perform preliminary analysis, compilation, verification, and indexation of the financial information and tax structures required to process customer financing requests, in accordance with standards established by the credit center.
• Ensure adherence to deadlines (loans, investments, interest income).
• Establish and maintain effective communication with the various stakeholders involved in the files.
• Work closely with affluent and influential clientele while displaying a high degree of poise and professionalism.
• Work independently in a dynamic work environment through strong administration, organizational, planning, and time management skills.

Requirements:

• Completed three-year college diploma or academic equivalent, related to industry and three years of relevant experience.
• Knowledge of banking, investment, and financial products
• Knowledge of Microsoft 365
• Exceptional attention to detail
• Dynamic interpersonal skills with a can-do attitude to exercise initiative and handle several tasks and changing priorities.
• Strong communication skills and can connect, both verbally and in writing, with customers and related teams in a courteous, and effective manner
• French language is an asset.

What we offer:

• Competitive salary, bonus, and vacation
• A beautiful office located in the heart of the luxury corridor of the Alberni Street
• Currently offering a variety of health and wellness-based initiatives, like telemedicine, hybrid working from home model and fitness reimbursement
• Management that supports your work and career progression
• An inclusive and collaborative working environment, where everyone’s contribution is recognized and rewarded
• A growing team of highly specialized professionals in the industry, ready to provide mentorship