Main Responsibilities

• Support the Senior Private Banker/Vice President by providing various administrative as well as customer service tasks assigned by the manager.
• Ensure customer satisfaction and loyalty by developing a personalized relationship that meets the needs of each client.
• Optimize customer interventions and identify sales opportunities.
• Open commercial and personal accounts and perform various transactions on behalf of clients.
• Contribute to the efficiency of administrative and financial activities by rigorously monitoring client files.
• Actively participate in bringing operational efficiency and necessary improvement to processes.
• Identify all risks inherent to the Wealth Management sector's activities.
• Provide clients with products or services that can meet their needs.
• Perform preliminary analysis, compilation, verification, and indexation of the financial information and tax structures required to process customer financing requests, in accordance with standards established by the credit center.
• Ensure adherence to deadlines (loans, investments, interest income).
• Establish and maintain effective communication with the various stakeholders involved in the files.
• Work closely with affluent and influential clientele while displaying a high degree of poise and professionalism.
• Work independently in a dynamic work environment through strong administration, organizational, planning, and time management skills.

Required Qualifications

• A completed three-year college diploma or equivalent academic background related to the field of activity, along with three years of relevant experience.
• Experience in personal and/or commercial credit.
• Knowledge of banking, investment, and financing products.

Preferred Qualifications

Other Details

Languages

English

Skills

• Communication
• Driving Results
• Teamwork
• Accountability
• Client-focused
• Empathy
• Initiative
• Humility

Your Team

To effectively serve this distinctive clientele in a high-potential market, you are part of a passionate, committed, and dedicated team. You work closely with members of the sector and report to the Manager of Client Services, Private Banking 1859.

We aim to offer you maximum flexibility in your work to support your quality of life. This includes hybrid work arrangements (both in-office and remote), flexible scheduling to balance professional and personal life, and flexible time off during moments that matter.