The Private Banker's job is to provide a complete financial strategy for ultra net worth individuals, their families, and their businesses. The 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.

Responsibilities Include

  • Assessing the requirements of the high-net worth client, 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

Alternate Name

Wealth Manager

Earning Potential

Avg Salaries from Canadian job sites

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