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Relational Private Banker

Company

National Bank

Location

montreal, Canada

Type

Full-time

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 prof...

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