Senior Private Banker - Montreal - National Bank

    National Bank
    National Bank Montreal

    1 day ago

    Full time $80,000 - $180,000 (CAD) per year *
    Description
    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 allows you to have a positive impact on the client experience through your expertise in business relationship management, your experience in business development with an entrepreneurial clientele, and your knowledge of complex credit and financial planning.

    Here, you are at the heart of strategic decision‑making for your clients and actively contribute to building long‑term relationships based on trust, rigor, and value creation.

    Your role


    • Provide advice and personalized wealth management solutions covering the full range of financial needs of high‑net‑worth and ultra‑high‑net‑worth clients, as well as their families.

    • Develop and manage a client portfolio by identifying, pursuing, and closing business opportunities across the Bank's full range of products and services.

    • Structure complex financing files in collaboration with credit specialists and support clients at every stage of the decision‑making process.

    • Guide clients in achieving their financial objectives by leveraging, when required, internal expertise in financial and estate planning.

    • Ensure the sustainability of client relationships, growth in wallet share, and profitability, while rigorously applying the Bank's risk management standards.

    • Collaborate with various National Bank sectors to respond consistently, proactively, and effectively to clients' evolving needs.

    Your team

    The 1859 Private Banking and Investment Banking Vice‑Presidency brings together more than 55 specialists who work in an agile, proactive, and collaborative manner to seize opportunities, stay at the forefront of market practices, and continuously improve processes.

    Within the 1859 Private Banking and Investment Banking sector, you are part of a large team of 55 colleagues and report to the Regional Vice‑President, 1859 Private Banking - Montreal Region. Our team stands out for its sector expertise, the quality of its interventions, excellence in client experience, and close collaboration with other National Bank sectors.

    The Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, enable you to master your role and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, as well as coaching and mentoring support, are available to you at all times.

    Requirements


    • Hold a bachelor's degree in a related field with 10 years of relevant experience, or a master's degree in a related field with 6 years of relevant experience.

    • Demonstrate strong knowledge of banking products and services in the personal and commercial banking sectors.

    • Possess in‑depth expertise in wealth management, complex credit, and financing solutions.

    • Have significant experience in business development with a high‑net‑worth and entrepreneurial clientele.

    • Hold the Fin. PL or CFP designation (an asset).

    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
    Communication, Emotional Intelligence, Teamwork, Accountability, Client-focused, Learning Agility, Listening
    * This salary range is an estimation made by beBee
  • Work in company

    Private Banker

    Only for registered members

    The Private Banker is responsible for developing, managing, retaining and growing profitable banking relationships with high-net-worth clients and prospects. · Develops solutions that meet complex balance sheet management needs. · Delivers expert service and highly personalized i ...

    Montreal, Quebec

    1 month ago

  • Work in company

    Private Banker

    Only for registered members

    Develops manages retains and grows profitable banking relationships with high-net-worth clients and prospects. · Typically between 5 - 7 years of relevant experience. · Must meet the licensing and certification requirements for the team / branch / jurisdiction. · ...

    Montreal $69,000 - $129,000 (CAD) Full time

    1 month ago

  • Work in company

    Private Banker

    Only for registered members

    Develops and manages profitable banking relationships with high-net-worth clients and prospects. · ...

    Montréal, QC HY L

    1 month ago

  • 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

    3 weeks ago

  • Work in company

    Senior Private Banker

    National Bank

    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. · This position is based in Montréal. · Your role: · A ...

    Montreal Full time

    1 week 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

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

    Montreal, Quebec

    3 weeks 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

    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

    3 weeks 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

    2 weeks 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 day 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

    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

    6 days ago

  • Work in company

    Relational Private Banker

    National Bank

    Job Summary · A career as a Private Relationship Banker at National Bank means acting as an expert for a wealthy clientele. · Identify and develop business opportunities for all services and products offered by the Bank. · ...

    longueuil

    22 hours ago

  • Work in company

    Private Banking Officer, Sales, Private Banking

    BMO Financial Group

    Supports the delivery of an exceptional customer experience to private banking clients. · ...

    Montreal Full time

    1 week 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

    4 weeks 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

    3 weeks 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

    2 days 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

    3 days 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

Jobs
>
Senior private banker
>
Jobs for Senior private banker in Montréal