Private Banking Advisor

Job Description

What is the opportunity?A key member of the client relationship team, the Private Banking Advisor is responsible for providing support, service, and advice to high net worth Private Banking clients through day-to-day interactions. You will support the high net worth client relationship team by delivering tailored advice and solutions to clients, by proactively and diligently enabling clients to digitally self-serve, by assisting in the acquisition of new high net worth households, and by deepening existing long-term relationships.What will you do?

Deliver high-end client experience and day-to-day banking advice to high net worth Canadians following all five principles of the Black Card Experience

Proactively contribute to business development by creating ideas in weekly planning/strategy sessions with follow-up and execution of planned activities

Conduct comprehensive banking reviews with all new hou...