Senior Private Banker

A career as a Senior Private Banker in the 1859 Private Banking - Montreal Banking team at National Bank means acting as a specialist in complex financing solutions and in the comprehensive management of the needs of a high‑net‑worth and ultra‑high‑net‑worth clientele. This role allows you to have a positive impact on the client experience through your expertise in business relationship management, your experience in business development with an entrepreneurial clientele, and your knowledge of complex credit and financial planning.

Here, you are at the heart of strategic decision‑making for your clients and actively contribute to building long‑term relationships based on trust, rigor, and value creation.

Your role

• Provide advice and personalized wealth management solutions covering the full range of financial needs of high‑net‑worth and ultra‑high‑net‑worth clients, as well as their families.

• Develop and manage a client portfolio by identifying, pursuing, and closing business opportunities across the Bank's full range of products and services.

• Structure complex financing files in collaboration with credit specialists and support clients at every stage of the decision‑making process.

• Guide clients in achieving their financial objectives by leveraging, when required, internal expertise in financial and estate planning.

• Ensure the sustainability of client relationships, growth in wallet share, and profitability, while rigorously applying the Bank's risk management standards.

• Collaborate with various National Bank sectors to respond consistently, proactively, and effectively to clients' evolving needs.

Your team

The 1859 Private Banking and Investment Banking Vice‑Presidency brings together more than 55 specialists who work in an agile, proactive, and collaborative manner to seize opportunities, stay at the forefront of market practices, and continuously improve processes.

Within the 1859 Private Banking and Investment Banking sector, you are part of a large team of 55 colleagues and report to the Regional Vice‑President, 1859 Private Banking - Montreal Region. Our team stands out for its sector expertise, the quality of its interventions, excellence in client experience, and close collaboration with other National Bank sectors.

The Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, enable you to master your role and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, as well as coaching and mentoring support, are available to you at all times.

Requirements

• Hold a bachelor's degree in a related field with 10 years of relevant experience, or a master's degree in a related field with 6 years of relevant experience.

• Demonstrate strong knowledge of banking products and services in the personal and commercial banking sectors.

• Possess in‑depth expertise in wealth management, complex credit, and financing solutions.

• Have significant experience in business development with a high‑net‑worth and entrepreneurial clientele.

• Hold the Fin. PL or CFP designation (an asset).

Languages:

English, French

Reason to require this language: you will need to serve clients who speak a language other than French regularly.

Skills

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Communication Emotional Intelligence Teamwork Accountability Client-focused Learning Agility Listening

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…