Private Banking Advisor Ultra High Net Worth - Toronto, Canada - Royal Bank of Canada

Royal Bank of Canada

Verified Company

Toronto, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Come Work with Us
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title
Private Banking Advisor Ultra High Net Worth

What is the opportunity?

As a key member of the ultra-high net worth (UHNW) client relationship team, the Private Banking Advisor, UHNW, partners with the Private Banker to identify and deliver on Private Banking ultra-high net worth clients' day-to-day banking needs, bringing the Black Card Experience to life.

Private Banking Advisors are responsible for the onboarding experience of new clients, analysis of new and existing client needs, and partnering with the Private Banker to prepare for client meetings.

What will you do?

As Private Banking Advisor, UHNW, you will meet with all new Private Banking ultrahigh net worth clients and outline how the Advisor role provides support as part of the client relationship team
Identify new and existing ultrahigh net worth client needs, partner with the Private Banker to prepare for client meetings, and lead client meetings focused on daytoday banking advice
Proactively identify ultrahigh net worth client needs and provide advice to enhance retention, revenue growth, and referrals
Deliver financial literacy education to Private Banking ultrahigh net worth clients and their family members
Ensure any issue is resolved to the satisfaction of the client
Using your technological knowledge, you will maximize the use of technology to maintain data integrity, documenting all relevant client sales and service contacts and results
Proactively educate and enable ultrahigh net worth clients to engage with RBC through the channel of their choice

What do you need to succeed?

Must-have

A minimum of 2 years of professional banking experience
Strong written and verbal communication skills in English
Completion of IFC or CSC
Completion of the Personal Financial Services Advice (PFSA) course or the Fundamentals of Personal Finance course
Strong working knowledge of Microsoft Office Suite
Proven client service skills and excellent organizational skills

Nice-to-have

Postsecondary education in Commerce or Business Administration
Basic understanding of investment fundamentals and thorough understanding of RBC products and services

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.

We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

Challenging work
Variety of assignments
Financial strength and strong brand
Prestige
Management that supports your work and progression

Job Summary

Traiter les demandes de la clientèle et assurer la coordination des tâches administratives requises pour les opérations de gestion privée liées à des produits et des services pour la clientèle interne et externe.

S'assurer de respecter les lois et les réglementations bancaires en vigueur. S'appuyer sur un ensemble complet de pratiques, de connaissances et d'aptitudes pour réaliser des affectations.

Address:

TORONTO, Ontario, Canada

City:

CAN-ON-TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

Inclusion
and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth.

We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.

We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

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