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