Jobs in the United States

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Added 6 mins ago
Licensed Client Service Associate
Citi
BROOKLYN, NY · NY
The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices;…
Added 7 mins ago
MS
Wealth Management Associate
MS Smith Barney, LLC
Wayzata, MN
- $75,000 to $125,000 USD / year
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members…
Added 7 mins ago
MSIM Growth & Innovation - Associate/Analyst
MS Investment Mgmt., Inc.
NY
Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence…
Added 30 mins ago
J.P. Morgan Wealth Management - Private Client Investment Associate - Midtown Manhattan
JPMC page
New York, NY · NY
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors…
Added 34 mins ago
J
Consumer Banker II (North Vernon)
IN
- $18 to $20.67 USD / hour
Consumer Banker will work with existing FFB clients and prospect for new FFB clients to deepen client relationships by both booking business directly and by referring, as appropriate, to…
Added 34 mins ago
J
Consumer Banker II (Delphos)
OH
- $18 to $20.67 USD / hour
Consumer Banker will work with existing FFB clients and prospect for new FFB clients to deepen client relationships by both booking business directly and by referring, as appropriate, to…
Added 34 mins ago
Premier & Private Banking - Private Client Advisor
NBH Bank
Lehi, UT
Minimum Requirements: To be considered for this position, you must possess the following qualifications: · Must possess a valid driver’s license
Added 34 mins ago
Premier & Private Banking - Private Client Advisor
NBH Bank
Kansas City, MO
Minimum Requirements: To be considered for this position, you must possess the following qualifications: · Must possess a valid driver’s license
Added 37 mins ago
Tax Associate
Keystone Agency Partners LLC
Remote, United States
…our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid…
Added 38 mins ago
Private Banking Advisor
ATB
Saskatchewan, CA
…an integrated advisory team that includes a Private Banking Associate, a Client Experience Specialist, and a Financing Specialist, this role serves as a trusted advisor to clients and their…
Added 44 mins ago
Portfolio Implementation Associate
AllianceBernstein LP.
Nashville, TN
Private Wealth Portfolio Management Group is responsible for implementing investment strategies across our private client portfolios. As our business continues to grow and client needs…
Added 45 mins ago
Associate Managing Director, SAP Alliance
KPMG LLP
San Francisco, CA
Oversee and drive the enablement of the alliance including completing the joint offerings, developing sales kits; client success stories, training, and communications plans; leverage these…
Added 49 mins ago
Senior Associate, Innovation, Product Management
Hamilton Lane Advisors, LLC
Conshohocken, PA
Join Hamilton Lane as a Senior Associate on our Private Markets fintech product management team. We are focused on using innovation to change the private markets. You will have a passion…
Added 55 mins ago
Client Associate/Registered Client Associate
RBC Capital Markets, LLC
Wayzata, MN
Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client…
Added 1 hour ago
Visual Designer for Client-facing Design System – Private Bank Digital, Senior Associate
JPMC page
New York, NY · Jersey City, NJ · Brooklyn, NY · NY
Are you ready to shape the digital experiences of the world’s premier global private bank? We're looking for a Senior Associate Visual Designer to join our team and help scale the design…
Added 1 hour ago
Customer Service Associate I
Family Dollar
Kannapolis, NC
We’re seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following:
Added 1 hour ago
Customer Service Associate I
Family Dollar
Kannapolis, NC
We’re seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following:
Added 1 hour ago
Assistant Manager I
Family Dollar
New Philadelphia, OH
We’re seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following:
Added 1 hour ago
Retail Assistant Office Manager | Monticello
Capital City Bank
Monticello, FL
Must have attained the age of 18 for coverage under insurance bond
Added 1 hour ago
Tax Manager
Harrison Gray Search & Consulting
United States
…larger accounting, tax, and advisory group, which gives the Wealth Management side genuine depth on the tax side and genuine reach on the planning side. This role is for a tax professional…
Added 1 hour ago
MS
Wealth Management Associate
Morgan Stanley
Wayzata, MN · Wayzata
- $75,000 to $125,000 USD / year
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members…
Added 2 hours ago
2027 Asset & Wealth Management International Private Bank LatAm MBA Summer Associate Program
JPMC page
Houston, TX · Miami, FL
Embark on a transformative journey with J.P. Morgan's Global Private Bank LatAm MBA Summer Associate Program. This opportunity offers unparalleled career growth and the chance to work with…
Added 2 hours ago
Wealth Management Client Associate
Bank of America
Saint Petersburg, FL
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their…
Added 2 hours ago
Associate Tax Strategist- High Net Worth
Edward Jones
West Palm Beach, FL
Insurance license required 6 months of hire
Added 2 hours ago
Wealth Management Client Associate
Bank of America
Jacksonville, FL · Ponte Vedra Beach, FL
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their…

ATB

Private Banking Advisor

Saskatchewan, CA, United States

Apply on careers.atb.com About employer

Applications open in a new tab.

Job details

Apply by: May 11, 2027
Experience: 10+ years of progressive banking experience with proven depth in customized credit structuring.
Posting language: English
Posted: Nov 12, 2026

Original job description

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID). Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members: Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities. Thrive together: We want you - the unique, authentic you - to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs. Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development. About the Role

The Private Banking Advisor delivers a high-touch, relationship-driven banking experience to high-net-worth and ultra-high-net-worth clients across Alberta. Working within an integrated advisory team that includes a Private Banking Associate, a Client Experience Specialist, and a Financing Specialist, this role serves as a trusted advisor to clients and their families, providing holistic financial guidance across banking, credit, investment, and wealth planning needs. The Private Banking Advisor is accountable for building and managing a portfolio of affluent clients, deepening existing relationships, and acquiring new clients through proactive business development, active community leadership, and close collaboration with internal partners. This position requires sophisticated financial acumen, credit structuring expertise, and the ability to coordinate bespoke solutions tailored to each client's unique financial architecture.

Accountabilities

Client Experience & Relationship Management

Foster a "Right-the-First-Time" mindset to achieve superior client experience results, exceeding high-quality service benchmarks to maximize client satisfaction and deliver a remarkable client experience.
Build personalized relationships with clients and directly contribute to the sustainable growth, retention, and strategic expansion of the private banking portfolio.
Develop and actively manage a dedicated portfolio of high-net-worth clients and their families.
Establish trusted advisory relationships through comprehensive discovery and a deep understanding of each client's financial objectives, family dynamics, and intergenerational wealth goals.
Deliver a personalized and proactive service model that embodies the highest standards of private banking.
Conduct regular, disciplined client reviews and strategic discussions to ensure financial solutions remain seamlessly aligned with evolving client needs.

Business Development & Portfolio Growth

Acquire new high-net-worth client relationships through professional networks, client referrals, targeted community involvement, and strategic partnerships across internal teams.
Expand share of wallet with existing clients by proactively identifying opportunities across lending, deposits, investments, and holistic wealth planning solutions.
Build and nurture robust relationships with key centres of influence, such as accountants, lawyers, and business advisors in the local market.
Maintain an active, visible presence in the regional business and professional community to enhance brand awareness and support client acquisition.

Integrated Wealth & Credit Solutions

Deliver integrated financial solutions encompassing complex credit structures, tailored investment strategies, liquidity planning, and estate and intergenerational wealth structures.
Collaborate closely with internal partners - including wealth advisors, portfolio managers, estate and trust specialists, and commercial banking teams - to execute seamless, end-to-end client strategies.
Structure and manage sophisticated credit facilities, including specialized lending arrangements secured by investment portfolios, commercial or residential real estate, and private corporate assets.
Provide strategic counsel on cash management, portfolio leverage techniques, and overall balance-sheet and net-worth optimization.

Risk Management, Compliance & Governance

Maintain strict adherence to credit policies, compliance regulations, and regulatory governance standards.
Ensure all client portfolios and transactions are administered in rigorous compliance with enterprise risk tolerances and internal audit frameworks.
Regularly monitor account performance, credit quality, and client portfolio activity to proactively identify and mitigate emerging risks.
Ensure meticulous documentation and record-keeping so that all client interactions and credit approvals meet operational standards

Collaboration, Teamwork & Leadership

Collaborate across wealth management, commercial banking, and retail banking divisions to deliver an effortless, unified client experience.
Share regional market intelligence and expertise regarding the high-net-worth landscape in Alberta to inform strategic business decisions.
Act as an engaged brand ambassador for ATB Private Banking within the community and across the enterprise.

Skills, Experience & Requirements

Core Competencies & Skills

HNW Relationship Management: Poised advisory presence with a proven ability to build trust with affluent clientele across business and executive social settings.
Credit Structuring: Solid background in financial statement analysis, risk assessment, and structuring bespoke commercial lending facilities.
Comprehensive Wealth Solutions: Strong command of investment vehicles, tax strategies, and estate planning to deliver integrated client solutions.
Business Development: Proven track record in prospecting, pipeline management, COI networking, and closing new business.
Collaborative Leadership: Demonstrated ability to rally cross-functional partners around client goals; supervisory or coaching experience is an asset.
Ethics & Governance: Uncompromising commitment to client confidentiality, regulatory compliance, and professional stewardship.

Experience

10+ years of progressive banking experience with proven depth in customized credit structuring.
Track record of managing, expanding, and retaining high-value client portfolios through proactive advisory.
Demonstrated success in direct origination, referral network generation, and pipeline conversion.

Qualifications & Requirements

Education: Bachelor’s degree in Business, Finance, Economics, or related discipline preferred.
Designations: CFP required (or obtained within 30 months of hire); CSC, PFP, or CIM considered an asset.
Professional Development: Commitment to ongoing industry learning, conferences, and certifications.

Don’t meet all the requirements on the list? 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 Indigenous 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.

Apply on careers.atb.com About employer

More about this job

Skills

Sales
Leadership
Collaboration
Financial capability
Cash handling
Risk management
Regulatory compliance
Auditing
Documentation
Record keeping
Teamwork
Financial statements
Hazard assessment
Cold calling
Coaching
Confidentiality
CSC
CIM

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Work requirements

Jobs in the United States