Job opportunity
Client-Focused Wealth Associate Position
Banque Nationale du Canada
Drive excellence in client service as a Wealth Associate within National Bank's Private Wealth Management 1859. Engage affluent clients through a blend of administrative and relationship-building activities.
This position requires assisting the Private Wealth Advisor by managing client accounts and ensuring operational compliance. You will utilize your strong communication skills, organizational talents, and ability to multitask while preparing documents and enhancing client interactions. Collaborate in a hybrid work model to thrive in a distinctive environment.
Key Responsibilities:
• Help manage client accounts and provide administrative support
• Prepare documents and resources for meetings with clients
• Open and manage client files effectively
• Coordinate with various services for smooth operations
• Train and mentor peers on complex policies and procedures
Requirements:
• Five years of relevant experience with a college diploma
• CIRO Investment Representative license essential
• Proficient in Microsoft Word and Excel
• Strong initiative and detail-oriented mindset
• Exceptional teamwork and communication skills
Enhance your career in wealth management by providing exceptional support and fostering client relationships at National Bank.
#J-18808-Ljbffr
Apply on source site This position requires assisting the Private Wealth Advisor by managing client accounts and ensuring operational compliance. You will utilize your strong communication skills, organizational talents, and ability to multitask while preparing documents and enhancing client interactions. Collaborate in a hybrid work model to thrive in a distinctive environment.
Key Responsibilities:
• Help manage client accounts and provide administrative support
• Prepare documents and resources for meetings with clients
• Open and manage client files effectively
• Coordinate with various services for smooth operations
• Train and mentor peers on complex policies and procedures
Requirements:
• Five years of relevant experience with a college diploma
• CIRO Investment Representative license essential
• Proficient in Microsoft Word and Excel
• Strong initiative and detail-oriented mindset
• Exceptional teamwork and communication skills
Enhance your career in wealth management by providing exceptional support and fostering client relationships at National Bank.
#J-18808-Ljbffr