Private Banker
The Manufacturers Life Insurance Company
Montreal, QC CA
4h ago

Job Description :

Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.

Job Description

It is banking, the way it should be. At Manulife Bank, we believe banking products are an integral part of every Canadian's financial plan.

As one of Canada's youngest banks, we are growing at an unprecedented rate and need people with the skills, energy and drive to maintain our leadership position as an "advisor's bank.

We are currently looking for a Private Banker for Montreal.

The Private Banker is part of a team of professionals providing an integrated solution of banking, investment management and wealth and estate services to High Net Worth individuals and their families.

The Private Banker is responsible for developing and growing strong relationships predominately within Manulife Financials existing distribution channels with a focus on providing retail and commercial banking solutions and planning services.

  • Key deliverable for this senior banking role is Relationship Management of a portfolio of HNW clients and their families which includes : conducting broad Discoveries for each client;
  • due diligence on credit requests including consumer and commercial analysis; and delivery of a full suite of banking solutions to meet current and future financial needs.

    If you have a strong track record providing banking solutions to High Net Worth individuals or have a broad banking background that includes commercial banking and you are a self-

    starter, we would like an opportunity to discuss with you our approach to developing and growing our Private Banking business in Montreal.

    This role will provide an opportunity to convert your strong relationship building skills, banking expertise and drive for results to build a successful business in Montreal.

    Key Accountabilities :

  • Develop and grow our already strong partnerships with our distribution channels; comprising of approximately 40,000 Investment and Insurance advisors
  • Collaborate and build partnerships with Bank Account Management, Bank Retail and Business Banking Sales, and Manulife Private Wealth
  • Trusted Advisor to Clients including ongoing Relationship Management of individuals and their Families
  • Expert level of financial analysis of both commercial and personal credit facilities
  • Effective risk management of a banking portfolio including prudent monitoring of overdrafts and credit facilities
  • Coaching and mentoring to junior banking colleagues
  • Expert level Discovery skills across a broad spectrum to uncover individual and family needs across banking, trust, investment, risk management and tax issues with appropriate involvement of specialized partners
  • Provide professional presentations to prospective clients as part of an integrated Deal Team
  • Develop annual, quarterly and monthly business development plans focusing on a clear understanding of goals, run-rates, gaps to plan and key strategies and tactics to close
  • Management of a pipeline and disciplined approach to focusing on critical activities.
  • Qualifications

  • University Degree or equivalent industry education
  • CSC and or CFP would be beneficial
  • Practical application of planning concepts
  • 7+ years of experience in Banking including retail and commercial lending
  • Creative problem-solving and effective decision-making
  • Consultative with strong presentation and communication skills
  • Achievement oriented with strong networking skills
  • Win-win" oriented negotiator who builds deep relationships with a client and family and is able to deliver difficult messages when necessary

  • Influence and work collaboratively with banking team in a demanding business environment
  • Ability to adapt to changes, technology and Team priorities
  • Thrives in a rapidly changing and growing business environment
  • Demonstrate initiative and a strong team player
  • Apply
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