What will you do?
Deliver high-end client experience and day-to-day banking advice to high-net-worth Canadians following all five principles of the Black Card Experience
Clearly outline to clients the expected steps of every process and keep them apprised of the status of their inquiry/request
After proper discovery and analysis, deliver financial advice through the presentation of options with a recommendation that clearly articulates the value to the client
Work with clients’ children to deliver financial literacy
Proactively contribute to business development by creating ideas in weekly planning/strategy sessions with follow up and execution of planned activities
Work with the Private Banker to identify opportunities and assist with pre-meeting planning and building of agenda
What do you need to succeed?
Superior client relationship management skills
Excellent oral and written communication skills
Proficiency with Microsoft Office
Successful completion of the Investment Funds in Canada (IFC) course or willingness to complete within 6 months
Two years of relevant financial services industry experience with high-net-worth clients
Knowledge of RBC’s digital solutions
he Royal Bank of Canada History site has been created to remember and celebrate our heritage and the generations of men and women who transformed our company into a leader in Canada and a growing force in countries around the world. Over the years we have invested in the future by delivering quality products, creating jobs, protecting the environment, respecting diversity and making a difference in the communities that we serve. Our shared values of service, teamwork, responsibility, diversity and integrity help guide our behaviours and decisions, inspire us to lead in diversity and inclusion and define what it means to be a responsible corporate citizen. Today, approximately 79,000 client-focused and committed employees help us earn the right to be our clients’ first choice, differentiating us as an exceptional source of advice for the 16 million clients worldwide that we serve.
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