Wealth Associate at National Bank

Become a Wealth Associate at National Bank, where you will enhance client relationships and deliver exceptional service. Experience a hybrid work model while supporting investment advisors.
As a Wealth Associate, you will collaborate closely with wealth advisors to offer outstanding customer service, ensuring client needs are met effectively. This role involves managing financial transactions, updating client files, and producing essential portfolio management reports. You will also play a crucial part in scheduling client appointments and adhering to compliance regulations.
Key Responsibilities:
• Support investment advisors in client service efforts
• Execute financial transaction operations with diligence
• Manage client account instructions and follow up
• Analyze, open, and update client files consistently
• Produce detailed portfolio management reports
Requirements:
• Diploma in finance or related field
• 2 years of experience in banking or finance