This listing was posted on ListedBuy.
Associate Private Banking (Bilingual Portuguese) - Toronto
Location:
Toronto
Description:
Requisition ID: 182603 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job : The Associate Private Banker is a portfolio management support role responsible for contributing to the management and development of client and prospect relationships, through the sound administration of assigned accounts and the delivery of the highest standard of personal service. The Associate Private Banker possesses the skills and product knowledge to deliver private banking services and support lending solutions consistent with the Private Banking client’s needs. Through the daily interactions with both clients and colleagues, the Associate will foster strong relationships based on mutual trust and confidence. The position will be supporting the Wealth Manager and team that covers Brazil Major Accountabilities: 1. Assist in the effective management of client relationships and provide the highest quality customer service: • Developing and maintaining a thorough knowledge of each relationship, including the nature of the account, its financial strength, banking requirements and future goals and direction. • Providing effective backup management in the absence of the Wealth Manager and Team Lead. • Establishing a harmonious relationship with the International Private Banking clientele ensuring that his/her needs are met promptly and resourcefully. • Responding quickly and resourcefully to requests from customers, International Private Banking management, and other senior Bank officers. • Accompanying the Wealth Manager on calls as required. 2. Participate in the growth of the International Private Banking Unit portfolio and profitability: • Developing and maintaining a full knowledge and understanding of Bank products and services, and an awareness of competitor products and services. • Being alert for opportunities to expand existing client and prospect relationships. • Assisting in monitoring. Visit ListedBuy for more information.
Visit Our Partner Website
This listing was posted on another website. Click here to open: Go to ListedBuy
Important Safety Tips
- Always meet the employer in person.
- Avoid sharing sensitive personal and financial information.
- Avoid employment offers that require a deposit or investment.
To learn more, visit the Safety Center or click here to report this listing.