Senior Private Banking Advisor
Core
Deliver high-touch, relationship-driven banking and holistic financial guidance (credit, investment, wealth planning) to high-net-worth and ultra-high-net-worth clients in Alberta.
Role type
Senior Private Banking Advisor (IC)
Builds
Complex credit structures, investment strategies, liquidity planning, and intergenerational wealth solutions for affluent families.
Domain
Private Banking / Wealth Management / Commercial Lending
Deliverable
client delivery
Required skills
High-net-worth client advisory, customized lending, commercial underwriting, credit decisioning, wealth planning strategies, deal structuring, negotiation, sales management, financial analysis, risk assessment
Preferred skills
CFP designation, CIM, CFA, knowledge of Alberta market (business owners, professionals, agricultural clients)
Technologies
N/A
Responsibilities
Develop and manage a portfolio of high-net-worth clients; acquire new clients through professional networks and community involvement; structure and manage sophisticated lending arrangements; conduct risk assessments and financial analysis for credit decisions; collaborate with internal partners to deliver integrated wealth solutions; act as an ambassador for private banking in the community.
Seniority
Senior, hands-on IC
