- Provide solutions and advices in all aspects of wealth management for high net worth clients and their families;
- Identify and develop business opportunities for the full range of services and products offered by the Bank, and develop the high-end private client market;
- Build a relationship of trust with customers;
- Interpret financial data using sophisticated analysis and submit financing and credit renewal requests;
- Help the Bank grow its share of wallet and increase profitability by providing banking solutions to customers based on their profile and objectives;
- Rigorously apply processes and procedures to correctly analyze customer needs and develop with them an integrated and profitable financial strategy;
- Guide customers appropriately to achieve their financial goals;
- Be responsible for the sustainability of the customer relationship and ensure the profitability of their portfolio;
- Manage the customer journey map in collaboration with the Investment Advisor, in line with customer type;
- Involve the Commercial Account Manager and/or appropriate specialists and parties in the relationship to ensure that the client's needs are met.
- Bachelor's degree in a related field and (4) years of relevant experience or Master's degree completed and (2) years of experience;
- Having obtained or in the process of obtaining your IQPF designation is an asset.
- Be a mutual fund representative (CER)
- Knowledge of banking products and services in the retail and commercial sector;
- Excellent customer service, business development and negotiation skills;
- Excellent interpersonal skills and ability to build strong business relationships;
- Accessibility, friendliness, proactivity, customer focus, agility and accountability;
- Leadership skills, autonomy, perseverance and teamwork.
- 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.
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Private Banker - Brossard, Canada - National Bank
Description
Attendance Hybrid Job Number 20506 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 08-Apr-2024 Location: Brossard, Quebec City Brossard Province/State Quebec Area of Interest: Advisory services, Commercial bankingA career as a Private Banker with National Bank's Montérégie team means acting as a wealth management professional for high net worth clients, using your interpersonal and business development skills, client portfolio management experience and banking knowledge to make a positive impact on the client/employee/user experience, profitability and client acquisition.
Your job :
Your team:
As part of the 1859 Corporate & Private Banking sector, you will be part of a team of experienced colleagues, reporting to the 1859 Senior Manager, Private Banking. Our team stands out for its wealth management expertise, quality of delivery, customer/employee experience, fun atmosphere and collaboration.
We favour a variety of forms of continuous learning to enrich your development, including learning by doing, training content made available to you and working in collaboration with colleagues of diverse expertise and profiles.
Prerequisites:
Skills
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Accountability Client-focused Communication Customer Relationship Management Diversity & Inclusion Driving Results Emotional Intelligence Empathy Initiative Learning Agility Private Banking Resiliency TeamworkYour benefits
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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.We're putting people first:
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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 Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal
