Private Banker - High Net Worth
Job Summary
Job Description
What is the opportunity?We are currently seeking a Private Banker- High Net Worth to join our team in Greater Vancouver covering the Burnaby/New Westminster/Tri-Cities Area. You will be an accredited professional delivering the Black Card Experience to high net worth Canadians, focused on Private Banking’s core value proposition of wealth planning, credit, cash management, and day-to-day banking.
You will be responsible for bringing new clients to RBC by building a strong network in your local market while growing and deepening existing client relationships through discovery and advice. You will also be focused on winning as One RBC by introducing clients to the right solutions, partners, and capabilities at the right time, to help meet client needs both within Private Banking and across RBC.
What will you do?- Provide high-end relationship management and proactive advice to high net worth households following all five principles of the Black Card Experience, delivering an exceptional client experience and building client loyalty
- Put clients at the center and bring the full power of RBC to them, introducing them to the right partner at the right time, such as a Wealth Management Advisor/Counsellor for long-term investment advice, or a Commercial Account Manager for a business relationship
- Be present in the community in order to be relevant to existing and prospective clients, leading to the ability to provide proactive advice and solutions beyond the immediate needs
- Build/maintain an external Centre of Influence and internal partner network aligned with your target market in order to acquire new clients
- Introduce the Private Banking Associate and Private Banking Advisor teams as key advisors on managing day-to-day banking needs and Credit Structures team as credit experts for credit advice and solutions; support the teams by respecting and reinforcing role clarity to deliver on client needs
- Represent RBC Private Banking by acting as an ambassador for the business
What do you need to succeed?
Must-have- Minimum of 5 years of experience in providing advice and solutions to high net worth clients
- Excellent communication skills in English both written and verbal
- Thorough understanding of high net worth financial sales and client relationship management
- Financial Planner designation (PFP or CFP)
- Mutual Fund Dealer – Dealing Representative License
- Experience in Commercial Financial Services
- Professional designations such as CFA, CPA, MBA, LL.B., FEA
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.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to building close relationships with clients
Job Skills
Banking, Client Service, Customer Experience (CX), Financial Sales, High Net Worth Individuals, Mutual Funds, Private Banking
Additional Job Details
Address:
8411 200 ST:LANGLEY
City:
LANGLEY
Country:
Canada
Work hours/week:
- 5
Employment Type:
Full time
Platform:
PERSONAL & COMMERCIAL BANKING
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2024-10-16
Application Deadline:
2024-10-31
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.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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