After almost three years at National Bank Private Wealth 1859, Sylvie Marois is embarking on a new project within the financial institution: the establishment of a one-stop shop for professionals that will aim to meet their wealth management needs, but also their business needs.
Posted at 12:00 p.m.
“It’s brand new, everything remains to be built, so it will be a great challenge for me to find the right people and get them to work together,” says the one who has been Vice-President, Specialized Businesses and Wealth Management, since April 25.
The idea of the new service, she explains, is to bring together a set of experts around each professional client. They will then be able to meet all the needs of this client segment, both in terms of wealth management and commercial needs. If a dentist needs financing for his practice, for example, he can do the steps through this service.
“Professionals are often incorporated entrepreneurs,” says Sylvie Marois. Their personal and business financial needs are therefore linked. Above all, since their professional life is already busy, one also wants to simplify their financial life. »
It then becomes particularly important to have a holistic approach, underlines the vice-president.
One of the things that is close to my heart and that will keep me busy this year is the success of young women in the financial world. I want to help them and mentor them, and they will have their place in our new project.
Sylvie Marois, Vice-President, Specialized Businesses and Wealth Management, at National Bank Private Wealth 1859
Sylvie Marois considers herself a generalist. After working at the Bank of Montreal as regional director for the retail sector, then for the commercial sector, she was then vice-president and general manager at BMO Private Banking before arriving at the National Bank.
“Over time, I have worked with several specialists, experts in specialized financial fields. I must admit that I have already felt a little impostor syndrome, ”she confides. But she also managed to defeat him.
“I realized that it is a great challenge to create unity in a team of specialists from various backgrounds, to bring experts to work together for the clientele. I am proud to have built strong bonds with my teams, to have seen them grow and to have supported so many clients. That’s my definition of success. »
A vision centered on relationships
Technology has enabled many investors to get into the markets on their own. But according to Sylvie Marois, this cannot erase the human factor in the field of financial services.
“The last two years have taught us a lot,” she notes. Technology is useful, but it is only complementary. Our guiding role remains crucial. »
In his opinion, the development of relationships, of a bond of trust with clients, creates a lot of value for them.
“In wealth management, you touch people’s most precious assets. We help them demystify finance, keep their eyes focused on their long-term goals rather than short-term fluctuations. Our emotions are often bad guides in finance! »