Senior Wealth Associate

Overview

A career as a Senior Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will work closely with investment advisors to ensure exceptional customer service and smooth branch operations within the Khalil Consulting Group.

Responsibilities

• Analyze clients’ accounts to recommend business opportunities adapted to their needs.
• Ensure administrative tasks related to account management are completed smoothly and provide outstanding customer service.
• Develop marketing material to present the service offering for investment advisors.
• Coordinate the organization of seminars for clients and plan content for them.
• Take part in financial planning meetings for clients, prepare files, ensure follow-up and subsequent steps.
• Oversee onboarding, training and coaching for new members of your team.
• Supervise the proce...