Private Banking Advisor

Job Overview 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.

Responsibilities

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 households and with existing clients as appropriate

Afte...