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What is the Private Banker’s role?

The Private Banker’s job is to provide a complete financial strategy for ultra net worth individuals, their families, and their businesses. Private Banker builds and maintains close relationships with their clients, and seeks to implement comprehensive solutions to meet their client’s needs. A successful Private Banker will draw on knowledge from the fields of investing, business banking, and trust and estate planning.

What are the responsibilities of this role?

  • Assessing the requirements of the high-net-worth clients, including both personal (including family) needs and business needs
  • Meeting those needs to provide comprehensive solutions
  • Drawing on the knowledge of specialists in the fields of tax, accounting, real estate and law when required
  • Monitoring and adapting strategies as situations and requirements change

What are the alternate names for this role?

Wealth Manager

What is the earning potential for this role?

Avg Salaries from Canadian job sites

What are the required & recommended credentials and courses?

Below are the courses and credentials required and/or recommended for this career.

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