Job Description

A career as a Senior Private Banker in the Montreal team at National Bank means acting as a credit expert to a wealthy clientele. National Bank offers a wide range of financial services to individuals, businesses and governments in Canada, as well as specialized services to a select group of international clients. The Senior Private Banker - Private Banking 1859 is located in the Greater Montreal area. Temporary contract for 12 months.
Your Job:

• Offer solutions and advice on all aspects of wealth management for high-net worth clients and their families.
• Provide financial expertise and the framework to support the current generations\' needs to grow their wealth for the benefit of future generations and, in many cases, philanthropic organizations.
• Structure complex credit requests
• Interpret financial data using a sophisticated analysis and submit financing and credit renewal applications
• Help grow the Bank's share of wallet and increase profitability by providing banking solutions to National Bank Financial clients, in line with their profiles and goals
• Rigorously apply processes and procedures to properly analyze clients\' needs, and establish an integrated and profitable financial strategy with them
• Manage client journey map with the Investment Advisor in keeping with the client base
• Build client relationships based on trust
• Guide clients accurately to achieve their financial planning goals
• Be responsible for the sustainability of the relationship with your clients and ensure profitability of your clients\' portfolios
• Involve appropriate specialists/parties in the relationship, when needed, to properly meet clients\' needs
• Negotiate terms and conditions for files that conform to risk management standards and profitability criteria
• Establish ongoing communication and thorough follow-up with NBF Investment Advisors, to identify IA needs and provide solutions to allow them to maximize sales opportunities with their clients
• Deliver on the Advisor Promise at all times
• Provide exemplary service and a client-centric experience that align with our nine wealth management service values
• Ensure full understanding of the service offering among NBF Investment Advisors.

Your team: As part of the 1859 Corporate & Private Banking sector, you will report to the Vice President, 1859 Private Banking. Our team stands out for its industry and market expertise.
Prerequisite:

• Bachelor's degree in a related field and ten (10) years of relevant experience, or Master's degree in a related field and six (6) years of relevant experience
• Knowledge of banking products and services in both personal and commercial banking
• Exceptional customer service, sales, business development, and negotiations experience
• Excellent interpersonal skills with the ability to build strong relationships
• Accessible, convenient, proactive, client-centric, agile and accountable
• Leadership abilities, autonomy, perseverance, teamwork

Your benefits

In addition to competitive compensation, upon hiring youll 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!