Private Banking Advisor - Vancouver, Canada - Royal Bank of Canada

Royal Bank of Canada

Verified Company

Vancouver, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Job Summary

What is the opportunity?

As key member of the Client Relationship Team, the Private Banking Advisor partners with the Private Banker to bring to life our commitment to best in class advice and service to our clients.

You will also partner with the Private Banker to ensure we communicate by the means they desire, ensure we understands their goals and circumstances, and they see value in our advice and service.

What will you do?

You will employ strong communication to engage clients and build relationships.
As Private Banking Advisor, you will meet with all new Private Banking clients and outline how you will provide support as part of the client relationship team.
Identify new and existing client needs to deepen client relationship and provide customized advice.
Partner with the Private Banker to prepare for client meetings and lead client meetings focused on daytoday banking advice.
Deliver financial literacy education to Private Banking clients and their family.
Use critical thinking, business knowledge and partner collaboration to resolve complex client issues
Proactively educate and enable clients to engage with RBC through the channel of their choice.

What do you need to succeed?

Must have:

Ability to articulate and convey clear communication in both written and verbal delivering an elevated client experience
Minimum of 2 to 3 years of banking experience
Team player who thrives on working and collaborating with others
Proven ability to deliver an elevated client experience
Excellent organizational skills with proven abilities to multitask and work under pressure
Ability to be agile, embrace change and adopt digital technology
Completion of IFIC and/or CSC
Completion of CSI Personal Financial Services Advice course or commitment to complete within 12 months
Basic understanding of investment fundamentals and thorough understanding of RBC products and services

Nice to have:

Degree/Diploma postsecondary education
Previous customer service/banking experience

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.

Opportunity to be part of an environment that encourages personal and professional growth
Be part of a dynamic, collaborative, progressive, and highperforming team
Flexible work/life balance options
Access to a variety of job opportunities across business and geographies
Ability to develop strong relationships with affluent clientele
Ability to make a difference and lasting impact on the financial wellbeing of our clients
Opportunities to be challenged with the complexities of high value client needs

Job Skills

Additional Job Details

Address:

VANCOUVER MAIN BRANCH (B), 1055

GEORGIA ST W:

VANCOUVER

City:

VANCOUVER

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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