Advance your career with National Bank as a Wealth Associate in Private Banking 1859. This hybrid position combines client management and financial expertise to support high-net-worth clients.
In this role, you will assist advisors with account management and ensure excellent client service. The position requires proactive client file maintenance and a strong focus on delivering detailed financial analyses. You will also serve as the key liaison between operational departments to optimize client interactions.
Key Responsibilities:
• Assist advisors with client account administration
• Deliver excellent service and prepare for client interactions
• Maintain up-to-date client files and records
• Act as the liaison between operational departments
• Prepare financial analyses and monitor market conditions
Requirements:
• College diploma with two years of experience
• Completion of the CSC and software proficiency
• Ability to maintain composure under stress...