Senior Private Banker - Montreal - National Bank

    National Bank
    National Bank Montreal

    1 week ago

    Full time
    Description

    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:

    • Act as a trusted advisor for hight-net-worth clients.
    • Structure complex credit requests and develop financing scenarios that align with the Bank's criteria.
    • Interpret financial data and participate in all stages of transactions (analysis, implementation, renewal).
    • Identify and develop business opportunities across all Private Banking 1859 services.
    • Build strong relationships and collaborate with Investment Advisors and internal specialists to deliver an integrated strategy.
    • Develop and maintain relationships with internal and external partners (referral network).

    Your team:

    You report to the Vice‑President, Family Office, within a team recognized for its expertise and proactive approach.

    Requirements:

    • Bachelor's degree and 10 years of relevant experience (or a Master's degree and 6 years of experience).
    • Expertise in commercial and personal credit, with strong financial analysis skills.
    • building, negotiation, and business development abilities.
    • Leadership, autonomy, proactivity and bilingualism (French/English). 

    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

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