Private Banking Associate

Attendance

On-Site

Job number

35028

Category

Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

21-Aug-2026

Area(s) of interest: Advisory services, Personal banking

Location(s): Vancouver

Private Banking 1859 provides a boutique, red carpet experience to ultra-high net worth clients with personal banking and business needs as well as wealth management, estate and tax planning.

We are looking for a professional candidate dedicated to the highest standards of customer service to join our team.

Your Role

• Support the Private Bankers by providing various administrative as well as customer service tasks assigned by the manager.
• Ensure customer satisfaction and loyalty by developing a personalized relationship that meets the needs of each client.
• Optimize customer interventions and identify sales opportunities.
• Open commercial and personal accounts and perform various transactions on behalf of clients.
• Contribute to the efficiency of administrative and financial activities by rigorously monitoring client files.
• Actively participate in bringing operational efficiency and necessary improvement to processes.
• Identify all risks inherent to the Wealth Management sector's activities.
• Provide clients with products or services that can meet their needs.
• Perform preliminary analysis, compilation, verification, and indexation of the financial information and tax structures required to process customer financing requests, in accordance with standards established by the credit center.
• Ensure adherence to deadlines (loans, investments, interest income).
• Establish and maintain effective communication with the various stakeholders involved in the files.
• Work closely with affluent and influential clientele while displaying a high degree of poise and professionalism.
• Work independently in a dynamic work environment through strong administration, organizational, planning, and time management skills.

Your Team:

Private Banking 1859 is part of National