Private Banker

A career as a Private Banker at National Bank means acting as a trusted partner to high-net-worth clients, supporting them with their banking and financing needs.

Through your expertise, advisory approach, and ability to build long-term trusted relationships, you provide personalized solutions tailored to your clients’ personal, professional, and financial needs. You work closely with specialists across the Bank to deliver a distinctive and integrated client experience.

National Bank offers a wide range of financial services to individuals, businesses, and public sector organizations across Canada.

Your role

• Develop and manage a portfolio of high-net-worth clients by building strong, long-term relationships.
• Advise clients on their banking and financing needs and recommend solutions tailored to their individual circumstances.
• Provide advice and solutions related to credit, residential financing, and day-to-day banking services.
• Actively grow your portfolio by identifying new business opportunities and promoting the Private Banking 1859 offering within your network.
• Collaborate with Bank specialists and wealth management partners to provide an integrated approach that addresses clients’ overall financial needs.
• Ensure rigorous management of your client portfolio while delivering a personalized, consistent, and high-value client experience.
• Ensure compliance with Bank policies, regulatory requirements, and sound risk management practices.

Your team

Within Commercial Banking and Private Banking 1859, you are part of a team of professionals dedicated to supporting high-net-worth clients in achieving their financial goals.

Based in Montreal, you act as a trusted partner to your clients and work closely with specialists across the Bank to provide an integrated and personalized experience that addresses their banking, financing, and wealth management needs.

You also contribute to the growth of Private Banking 1859 in Montreal by building long-term client relationships, expanding your network, and identifying new business opportunities.

Prerequisites

• Relevant experience in banking, client relationship management, credit, or financing.
• Experience working with high-net-worth, professional, or entrepreneurial clients.
• Good knowledge of banking products and services, as well as credit and financing solutions.
• Demonstrated skills in business development, negotiation, and relationship management.
• Ability to develop and maintain a strong network of clients and partners.
• Strong client service orientation and excellent interpersonal skills.
• Autonomy, initiative, attention to detail, and the ability to effectively manage a portfolio of clients.
• Ability to collaborate effectively with various specialists and partners to deliver an integrated client experience.
• Good understanding of compliance and risk management requirements related to banking activities.
• Entrepreneurial mindset, agility, and results-oriented approach.