Job Description
Join National Bank's Private Banking 1859 as a Wealth Associate, delivering premier financial services to high-net-worth clients in a hybrid work setting. Your expertise will enhance client satisfaction and support financial goals.
As a Wealth Associate, you will play a vital role in aiding advisors with client account management and administrative tasks. Your responsibilities include preparing for client meetings, updating files, and ensuring adherence to compliance protocols. In this collaborative team, your initiatives will support our mission to positively impact clients’ lives.
Key Responsibilities:
• Support advisors with client account administrative duties
• Organize and prepare documentation for client meetings
• Keep accurate and updated client files
• Coordinate activities across operational departments
• Assist with detailed portfolio analyses and financial plans
Requirements:
• Must have a college diploma and two years of experience
• Completi...
As a Wealth Associate, you will play a vital role in aiding advisors with client account management and administrative tasks. Your responsibilities include preparing for client meetings, updating files, and ensuring adherence to compliance protocols. In this collaborative team, your initiatives will support our mission to positively impact clients’ lives.
Key Responsibilities:
• Support advisors with client account administrative duties
• Organize and prepare documentation for client meetings
• Keep accurate and updated client files
• Coordinate activities across operational departments
• Assist with detailed portfolio analyses and financial plans
Requirements:
• Must have a college diploma and two years of experience
• Completi...