Senior Private Banking Advisor NEW

Job title: Senior Private Banking Advisor

Company: ATB

Job description: Analyze existing client files for opportunities to maximize the relationship through new products and services. Develop a marketing plan that actively markets customized Private Banking solutions and sophisticated lending and risk management solutions, including: equity monetization, currency and interest rate risk management, insurance lending and corporate lending opportunities. Build ATB Wealth’s business by proactively sourcing new external HNW clients through networking, proactive marketing, acting upon referrals, and participating in business and community activities. Establish and enhance ATB Wealth’s presence and profile in the market area by participating in business and community activities. Build relationships with all other lines of business by participating in team meetings, by conducting joint sales calls and by referring to other lines of business in support of our goal to deliver innovative solutions to the HNW clients of Alberta. Facilitate solutions for highly complex credit needs of clients; leveraging key partners as required. Analyze and negotiate customer deals to ensure profitability of the relationship. Ensure new credit requests as well as annual reviews are promptly, efficiently and consistently adjudicated. Ensure security documentation is accurately prepared, complete, registered and renewed as required. The Private Banking market is financially sophisticated, demanding and results-oriented. The following skills and knowledge are required to be successful in this role: Extensive knowledge of customized lending, commercial underwriting and proven ability to make sound credit decisions Excellent presentation, risk assessment, analytical, accounting and financial analysis skills Advanced and proven deal structuring, negotiation and sales management skills with strong closing capabilities Advanced marketing, communication, networking, interpersonal and skills Excellent understanding of tax, estate, financial planning and investment vehicles The incumbent must be able to relate comfortably with affluent and influential clientele in both a business and social content, demonstrating ability to display a high degree of poise and professionalism at all times The incumbent must have a minimum 7- 10 years of experience, preferably in Private Banking, including demonstrated experience in understanding and delivering on the needs of the affluent and the ultra high net worth market University degree is required Certified Financial Planner (CFP) designation in good standing is required, or demonstrated significant progress towards CFP accredition program completion A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role-but you might not check all the boxes-we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you. We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed-their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business. What happens next? If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at talentteam@atb.com Stay in touch We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.

Expected salary:

Location: Edmonton, AB

Job date: Fri, 27 Jun 2025 05:32:35 GMT

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