Relational Private Banker - Montréal - Disability Solutions

    Disability Solutions
    Disability Solutions Montréal

    3 days ago

    Description
    A career as a Private Relationship Banker at National Bank means acting as an expert for a wealthy clientele.

    Your job:

    • Identify and develop business opportunities for all services and products offered by the Bank and develop the high-end individual client market.

    • In collaboration with other team members, manage a client portfolio by rigorously applying the Bank's risk management standards.

    • Build a trusting relationship with clients.

    • Guide clients appropriately to achieve their financial goals.

    • Offer exemplary service to clients and provide them with a client-centered experience that aligns with the nine values of our wealth management service.

    • Help the Bank grow its portfolio share and increase its profitability by providing banking solutions to clients based on their profile and objectives.

    • Collaborate to ensure the sustainability of the relationship with clients and ensure the profitability of their portfolio.

    • When necessary, involve appropriate specialists and parties in the relationship to adequately meet clients' needs.

    • Interpret financial data using sophisticated analysis and submit financing and credit renewal requests.

    • Negotiate terms for files that comply with risk management standards and profitability criteria.

    • Establish constant communication and meticulous follow-up with Business Service account managers and Senior Investment Advisors of Private Management 1859 to identify their needs and provide solutions to maximize business development opportunities with their clients.

    • Identify inherent risks in Wealth Management sector activities.

    Your team:

    Within the Business & Private Management 1859 sector, you report to the Vice President of Private Management 1859. Our team stands out for its expertise in the field and the market.

    Prerequisites:

    • Bachelor's degree related to the sector and four years of relevant experience OR Master's degree related to the sector and two years of relevant experience OR University certificate/first cycle PUB and six years of relevant experience.

    • Be a mutual fund representative (REC).

    • Experience in sales and customer service.

    • Experience as a Personal Finance Advisor.

    • Knowledge of banking products and services.

    • Impeccable customer service, business development, and negotiation skills.

    • Excellent interpersonal skills and ability to build strong business relationships.

    • Accessibility, friendliness, proactivity, client-centered attitude, agility, and responsibility.

    Languages:

    English, French

    Reason to require this language: you will need to discuss frequently with our service providers or partners who speak a language other than French.

    Skills

    Press space or enter keys to toggle section visibility

    Communication Diversity & Inclusion Driving Results Emotional Intelligence Teamwork Accountability Client-focused Empathy Initiative Learning Agility Resiliency Humility

    Your benefits

    In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

    * Health and wellness program, including many options

    * Flexible group insurance

    * Generous pension plan

    * Employee Share Ownership Plan

    * Employee and Family Assistance Program

    * Preferential banking services

    * Opportunities to get involved in community initiatives

    * Telemedicine service

    * Virtual sleep clinic

    These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

    Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

    We're putting people first

    We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

    We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team?

    Come live your ambitions with us
  • Work in company

    Associate Private Banker

    Only for registered members

    We are seeking an Associate Private Banker to contribute to our team's success by delivering exceptional service and advice to affluent and influential clients. · ...

    Montréal, QC

    1 month ago

  • Work in company

    Senior Private Banker

    National Bank

    A career as a Senior Private Banker in the 1859 Private Banking - Montreal Banking team at National Bank means acting as a specialist in complex financing solutions and in the comprehensive management of the needs of a high‑net‑worth and ultra‑high‑net‑worth clientele. This role ...

    Montreal $80,000 - $180,000 (CAD) per year Full time

    2 days ago

  • Work in company

    Associate Private Banker

    Only for registered members

    We're committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future. · ...

    Montreal, Quebec

    1 month ago

  • Work in company

    Relational Private Banker

    Only for registered members

    A career as a Private Relationship Banker at National Bank means acting as an expert for a wealthy clientele. Your job is to identify business opportunities and develop the high-end individual client market. · ...

    Montreal, Quebec

    1 month ago

  • Work in company

    Private Banker, Private Wealth

    Only for registered members

    + Develops profitable banking relationships with high-net-worth clients · + Assists in designing solutions for complex balance sheet management needs · + Works collaboratively in teams to identify referrals · Works in a deal team environment using planning-based approach · Provid ...

    Montreal $69,000 - $129,000 (CAD) OTHER

    1 month ago

  • Work in company

    Associate Private Banker

    Only for registered members

    Scotiabank is seeking an Associate Private Banker to join their team in Montreal. The successful candidate will be responsible for delivering exceptional service and advice to affluent and influential clients. · ...

    Montreal

    1 month ago

  • Work in company

    Senior Private Banker

    Only for registered members

    A career as a Senior Private Banker within the Private Banking 1859 team at National Bank means supporting a high-net-worth clientele by offering complex financing solutions and strategic advice to help grow their wealth. · ...

    Montreal

    3 weeks ago

  • Work in company

    Senior Private Banker

    Only for registered members

    A career as a Senior Private Banker within the Private Banking team at National Bank means supporting high-net-worth clientele by offering complex financing solutions and strategic advice to help grow their wealth. · ...

    Montreal

    1 month ago

  • Work in company

    Relational Private Banker

    Only for registered members

    We're looking for a Relational Private Banker to join our team at National Bank. As an expert for wealthy clients, you'll identify business opportunities, manage client portfolios, and provide exceptional service. · Identify and develop business opportunities · Manage client port ...

    Montreal

    1 week ago

  • Work in company

    Senior Private Banker

    Only for registered members

    A career as a Senior Private Banker in the 1859 Private Banking – Montreal Banking team at National Bank means acting as a specialist in complex financing solutions and in the comprehensive management of the needs of a high‑net‑worth and ultra‑high‑net‑worth clientele. · ...

    Montreal

    2 weeks ago

  • Work in company

    Private Banking Officer, Sales, Private Banking

    Only for registered members

    Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products. · ...

    Montreal, Quebec

    1 month ago

  • Work in company

    Global Relationship Manager to Head of Quebec Coverage

    Only for registered members

    The Global Relationship Manager will assist in developing the franchise and coverage strategy for Quebec and Eastern Canada, contributing to the growth of global relationships with CDPQ, PSP, and major Quebec corporate clients. · ...

    Montreal, Quebec

    1 month ago

  • Work in company

    Accounting Technician – Contract Maternity Leave Replacement

    Only for registered members

    Le technicien comptable sera responsable de la préparation des conciliations de comptes et apportera son soutien à différents aspects du cycle comptable complet pour une fondation philanthropique familiale privée et un bureau familial de renomé. · ...

    Montreal, Quebec

    1 week ago

  • L'analyste Traite ment Opérations Financement Commerce International jouera un rôle essentiel dans la facilitation et la gestion des opérations de financement du commerce international. · ...

    Montreal, Quebec

    1 month ago

  • Work in company

    KYC Onboarding Officer – Entry Level

    Only for registered members

    Lancez votre carrière dans la lutte contre la criminalité financière. Rejoignez mthree et travaillez sur site avec une banque mondiale de premier plan à Montréal en tant que Chargé(e) d'Intégration KYC. · Réaliser les vérifications KYC lors de l'intégration des nouveaux clients · ...

    Montréal, Quebec, Canada

    1 week ago

  • Work in company Remote job

    Operations Specialist

    Only for registered members

    Pictet Canada invitez vous à rejoindre son équipe opérationnelle dynamique. · Assurer le règlement précis des paiements et transferts, · ...

    Montréal, QC

    1 month ago

  • Work in company

    Operations Specialist

    Only for registered members

    L'entreprise Pictet Canada invite un spécialiste opérationnel pour rejoindre son équipe dynamique. Le candidat sera responsable du traitement des opérations liées aux produits financiers standards. · ...

    Montreal, Quebec

    1 month ago

  • Work in company

    Manager, Financing Solutions

    Only for registered members

    A career as a Financing Solutions Manager within the Enterprises and Private Wealth Management 1859 team means working closely with Senior Private Bankers and several other internal and external partners as a credit expert. · This role allows you to have a positive impact on both ...

    Montreal

    1 month ago

  • Work in company

    Service Support Officer- Private Banking

    Only for registered members

    The Service Support Officer contributes to the overall success of the Private Banking team by ensuring specific individual goals, plans and initiatives are executed/delivered in support of the team's objectives. · Purpose · The Service Support Officer delivers exceptional person ...

    Montreal, Quebec

    3 weeks ago

  • Work in company

    ScotiaMcLeod Investment Associate

    Only for registered members

    L'investissement associate contribue au succès global de ScotiaMcLeod au Canada en s'assurant que ses objectifs, ses initiatives et ses plans individuels appuient les stratégies d'affaires et les objectifs de l'équipe. · ...

    Montreal, Quebec

    1 month ago

  • Work in company

    Analyst, Investments

    Only for registered members

    L'analyste, Investissements sera impliqué en tous les aspects de la sélection, de revue diligente et de mise en œuvre des occasions d'investissement. · Élaborer des modèles financiers complexes et effectuer des analyses quantitatives · Avoir une expérience pertinente d'un à trois ...

    Montreal, Quebec

    1 week ago

Jobs
>
Montréal