A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank offers the opportunity to serve a discerning high-net-worth clientele. In this role, you will provide a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, including specialized services for international clients.
Your role :
- Assist advisors with administrative tasks related to managing clients' accounts.
- Provide high-quality customer service, prepare client meetings, and serve as a resource for product, procedure, and policy questions.
- Maintain and update client files.
- Coordinate between operational departments to perform required activities effectively.
- Support business development and financial transactions through administrative tasks.
- Prepare documents such as tables, memos, and correspondence.
- Stay informed about operational procedures and regulatory requirements.
- Ensure compliance with risk management and regulatory standards.
Your team :
You will be part of a dedicated team committed to exceptional client service, reporting to the Vice-President of Private Banking 1859. We emphasize flexibility, offering a hybrid work model, flexible schedules, and leave options to support your work / life balance.
Prerequisites :
Your benefits :
We offer a competitive compensation package along with flexible benefits, including :
Our environment fosters collaboration and values employee feedback. We are committed to accessibility and inclusivity, welcoming all candidates and offering accommodations during the recruitment process.
Join us and live your ambitions!
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