Private Banking 1859 provides a boutique, red carpet experience to ultra-high net worth clients with personal banking and business needs as well as wealth management, estate, and tax planning. We are looking for a professional candidate dedicated to the highest standards of customer service to join our team. Private Banking 1859 is part of the National Bank of Canada – an award-winning employer, headquartered in Montreal with over 21,000 employees.

This position is reporting to the Manager of Client Services, Private Banking 1859 in Vancouver.

Roles & Responsibilities

Closely work and support the Senior Private Banker/Vice President by providing various administrative as well as customer service tasks assigned by the manager

Ensure customer satisfaction and loyalty by developing a personalized relationship that meets the needs of each client

Optimize customer interventions and identify sales opportunities

Open commercial and personal accounts and perform various transactions on behalf of clients

Contribute to the efficiency of administrative and financial activities by rigorously monitoring client files

Actively participate in bringing operational efficiency and necessary improvement to processes

Identify all risks inherent to the Wealth Management sector's activities

In addition

Provide clients with products or services that can meet their needs

Perform preliminary analysis, compilation, verification, and indexation of the financial information and tax structures required to process customer financing requests, in accordance with standards established by the credit center

Ensure adherence to deadlines (loans, investments, interest income)

Establish and maintain effective communication with the various stakeholders involved in the files

Work closely with affluent and influential clientele while displaying a high degree of poise and professionalism

Work independently in a dynamic work environment through strong administration, organizational, planning, and time management skills

Requirements:

Completed three-year college diploma or academic equivalent, related to industry and three years of relevant experience

Knowledge of banking, investment, and financial products

Knowledge of Microsoft 365

Exceptional attention to detail

Dynamic interpersonal skills with a can-do attitude to exercise initiative; handle several tasks and change priorities

Strong communication skills and can connect, both verbally and in writing, with customers and related teams in a courteous, and effective manner

French language is an asset

What we offer:

Competitive salary, bonus, and vacation

A beautiful office located in the heart of the luxury corridor of the Alberni Street

Currently offering a variety of health and wellness-based initiatives, like telemedicine, hybrid working from home model and fitness reimbursement

Management that supports your work and career progression

An inclusive and collaborative working environment, where everyone’s contribution is recognized and rewarded

A growing team of highly specialized professionals in the industry, ready to provide mentorship

National Bank sees diversity as a great source of wealth and values it in all its dimensions. Its objective is to offer an open, respectful work environment where all employees can achieve their full potential. Senior management's concrete commitment helps spread this value across all sectors in the organization. The Bank has been ranked among the top employers for diversity in Canada for several years.