Private Banker, Level II

• Onboarding and managing relationships with HNW and UHNW clients
• Conducting in-depth discovery sessions to understand clients' financial goals
• Performing banking activities, transactions, and high complexity credit solutions
• Conducting proactive client follow-ups to ensure expectations are met
• Promoting the full suite of products and services
• Analyzing credit and underwriting requests as per guidelines
• Contributing to business objectives by attracting, acquiring, and retaining customers

Requirements

• Post-Secondary or Undergraduate degree, preferred
• Minimum 3+ years of experience in providing banking and credit services
• Completion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC)
• Willingness to complete the Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation within 36 months from start date
• Advanced understanding of a range of products and services, processes, procedures, and systems
• Advanced credit analysis experience and acumen to provide clients with appropriate advice

Core Competencies

Demonstrates expertise in onboarding and managing relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, with a strong focus on advanced credit analysis and financial planning. Proficient in conducting discovery sessions to align financial goals with appropriate banking and credit solutions.

Highest-signal resume keywords

• Advanced Credit Analysis
• Client Relationship Management
• Banking Services Experience
• Canadian Securities Course (CSC)
• Personal Financial Planner (PFP) Designation

ATS Optimization Keywords

Hard Skills

• Credit Analysis
• Banking Activities
• Financial Goal Assessment
• Underwriting Requests
• Transaction Management

Soft Skills

• Proactive Client Follow-Up
• Communication Skills
• Customer Retention

Certifications & Qualifications

• Canadian Securities Course (CSC)
• Investment Funds in Canada (IFIC)
• Personal Financial Planner (PFP)
• Certified Financial Planner (CFP)

Industry Keywords

• High Net Worth (HNW)
• Ultra High Net Worth (UHNW)
• Financial Products
• Credit Solutions
• Business Objectives