Wealth Associate

This Wealth Associate opportunity is built around to serve distinctive clients in a market with strong potential, you’ll be part of a passionate team that is committed to going the extra mile. It would suit someone who can bring clear communication, patience, and reliable follow-through to the role.

Known job details

• Contract: Part-time or full-time
• Work model: Remote
• Status: Permanent.
• Schedule: Full-Time.
• A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele.
• Assist advisors or private advisors with the administrative tasks related to managing clients' accounts.

Likely focus of the role

• To serve distinctive clients in a market with strong potential, you’ll be part of a passionate team that is committed to going the extra mile.
• Reporting to the Vice-President, Private Banking 1859.

Requirements mentioned

• Excel