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.
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What will you do?
As Private Banking Advisor, UHNW, you will meet with all new Private Banking ultra-high net worth clients and outline how the Advisor role provides support as part of the client relationship team
Identify new and existing ultra-high net worth client needs, partner with the Private Banker to prepare for client meetings and lead client meetings focused on day-to-day banking advice
Proactively identify ultra-high net worth client needs and provide advice to enhance retention, revenue growth, and referrals
Deliver financial literacy education to Private Banking ultra-high 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 ultra-high net worth clients to engage with RBC through the channel of their choice
What do you need to succeed?
A minimum of 2 years of professional banking experience
Strong written and verbal communication skills in English and French
Completion of IFC or CSC
Completion of the Personal Financial Services Advice (PFSA) course or the Fundamentals of Personal Finance (0700) course
Strong working knowledge of Microsoft Office Suite
Proven client service skills and excellent organizational skills
Post-secondary 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.
Variety of assignments
Financial strength and strong brand
Management that supports your work and progression
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at rbc.com / careers .
City : Montreal
Address : 1 Place Ville Marie
Work Hours / Week : 37.5
Work Environment : Private Banking Centre
Employment Type : Permanent
Career Level : Experienced Hire / Professional
Pay Type : Salary + Variable Bonus
Required Travel (%) : 0-25
Exempt / Non-Exempt : N / A
People Manager : No
Application Deadline : 08 / 07 / 2020
Platform : Personal & Commercial Banking
Ad Code(s) :