Private banker family - Zone Centre - Région Waterloo
Core
Develop and optimize commercial relationships with Private Banking clients, primarily shareholder executives of large and medium-sized companies, and acquire new clients on a dedicated geographic territory.
Role type
Private Banker
Builds
Wealth management solutions and financial planning for high-net-worth individuals and corporate executives
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Portfolio management, financial analysis, tax and legal knowledge, sales prospecting, risk management, digitalization
Preferred skills
Relationship building, organizational skills, presenting complex topics simply
Technologies
Word, PowerPoint, Excel
Responsibilities
Manage a portfolio of Private Banking clients and drive its development; ensure client retention through wealth planning; collaborate with legal experts and internal departments (Asset Management, Tax & Legal); participate in public relations activities; build an external network; identify and refer sales leads to other departments.
Seniority
Mid-level (3+ years experience)