Opportunity Description
A career as a Wealth Management Associate in the Private Banking sector at National Bank involves providing comprehensive financial services to high-net‑worth individuals, corporations, and government agencies. The Associate supports advisors, prepares meetings, manages client files, acts as a liaison between departments, assists with business development, helps prepare portfolio analyses, stays current on markets, and ensures compliance with risk and regulatory rules.
Your team
You will work with sector members and report to the Vice‑President, Private Banking.
Flexibility
The role offers a hybrid work model, flexible scheduling, and leave options to support work/life balance.
Your role
- Assist advisors or private advisors with administrative tasks related to managing clients' accounts.
- Provide top‑quality customer service, prepare client meetings, and act as a resource for product, procedure, and policy questions.
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