Private Banking, 1859 - National Bank's Private Banking division - offers financial / wealth management solutions and advice to a discerning high-
net-worth clientele. Our multidisciplinary team works in close partnership to deliver an integrated offering to high net worth and ultra-
high net worth clients.Private Banking, 1859 has expanded into the Western Canadian market, with new offices in Calgary and Vancouver.
To continue our development in these high-growth markets and to stand out from the competition, we are expanding our team of truly passionate professionals who are committed to offering unparalleled service to a distinctive clientele.
The position of Director, Senior Private Banker will report directly to the Vice-President, Private Banking, 1859. Main Accountabilities :
Offer complex credit / banking solutions and advice to wealthy clients and their families.
Provide guidance to support the client’s overall family objectives
Become the Lead Relationship Manager for the client relationship, engaging partners / specialist when required
Ensure compliance and regulatory requirements are met
Grow a profitable banking portfolio of high net worth and ultra-high net worth clients
Specifically, you will :
Manage client discovery meetings in collaboration with the Investment Counselor to build multi line business relationships
Provide a red carpet client experience through pace, accessibility and competency
Provide judgement and subject matter expertise to clients on complex credit structures and renewals
Negotiate terms / conditions and pricing conditions for credit facilities, ensuring they meet risk management standards as set out by the Bank and the business
Sell banking solutions to clients who meet the Private Banking profile
Sustain profitable relationships with existing clients
Engage internal and external partners within NBFG as required and in conjunction with client needs
Develop a strong network of Centers of Influence and partners in the B.C. high net worth market
Grow the Private Banking business and brand in B.C.
Bachelor's degree in a related field and six (6) years' relevant experience, or Master's degree in a related field and four (4) years' relevant experience
Comprehensive knowledge of banking products / services in both personal and commercial banking
Extensive knowledge and experience dealing with complex credit structures
Exceptional client service, sales, business development and negotiation experience
Excellent interpersonal skills with the ability to build strong internal / external relationships
Be : Accessible, proactive, client centric, agile and accountable
Show : Leadership, autonomy, perseverance, teamwork
Exceptional English oral and written communication skills
Mandarin, Cantonese, French an asset but not required
We strive to be an inclusive organization where all employees are valued. National Bank stands out for its many initiatives to promote inclusion, making it a Canada-
wide leader in diversity.
See how we do it : https : / / jobs.nbc.ca / diversity
Particular condition (external) : In addition, the shortlisted candidates may be invited to undergo testing by an outside firm to assess their skills in relation to the position profile.
This assessment will include various exercises, psychometric tests and a structured interview