National Bank
Expert Private Banker at National Bank
Job Description
Elevate your banking career as a Private Banker at National Bank, where you'll provide expert financial advice to affluent clients. Focus on proactive wealth management and credit strategies tailored to client needs.
As part of the Private Banking 1859 team, you will leverage your financial planning skills to establish meaningful relationships with wealthy clientele. You will analyze needs and craft actionable strategies while maintaining a focus on exceptional client service and trust. Your role is pivotal in growing the bank's portfolio share and ensuring client satisfaction.
Key Responsibilities:
• Deliver wealth management advice to high-net-worth families
• Analyze client portfolios and develop integrated strategies
• Foster relationships based on trust and transparency
• Structure client credit requests through SAP
• Support risk management policies in portfolio management
Requirements:
• Bachelor’s degree with 5 years or Master’s with 3 years in bankin...
As part of the Private Banking 1859 team, you will leverage your financial planning skills to establish meaningful relationships with wealthy clientele. You will analyze needs and craft actionable strategies while maintaining a focus on exceptional client service and trust. Your role is pivotal in growing the bank's portfolio share and ensuring client satisfaction.
Key Responsibilities:
• Deliver wealth management advice to high-net-worth families
• Analyze client portfolios and develop integrated strategies
• Foster relationships based on trust and transparency
• Structure client credit requests through SAP
• Support risk management policies in portfolio management
Requirements:
• Bachelor’s degree with 5 years or Master’s with 3 years in bankin...