Private Banking Advisor

Job title: Private Banking Advisor

Job description: As a key member of the client relationship team, the Private Banking Advisor partners with the Private Banker to identify and deliver on Private Banking client’s 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. Please visit https://privatebanking.rbcwealthmanagement.com/en/ for more information.

Please note: At present, this role is 100% work from home but will change in the future. Your role may then be located in Victoria, Kelowna or the Lower Mainland Private Banking Office(s).

What will you do?
– As Private Banking Advisor, you will meet with all new Private Banking clients and outline how the Advisor role provides support as part of the client relationship team
– Identify new and existing 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 client needs and provide advice to enhance retention, revenue growth and referrals
– Deliver financial literacy education to Private Banking clients and their family
– Ensure any issue is resolved to the client’s satisfaction
– 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 clients to engage with RBC through the channel of their choice

What do you need to succeed?
Must-have
– A minimum of 2-3 years banking experience
– Strong written and verbal communication skills
– Completion of IFC or CSC
– Completion of the Personal Financial Services Advice (PFSA) course
– Strong working knowledge of MS Office
– Proven client service skills and excellent organizational skills

Nice-to-have
– 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.
– Challenging work
– Variety of assignments
– Financial strength and strong brand
– Prestige
– Management that supports your work and progression

About RBC
Royal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit rbc.com .

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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 .

Inclusion and Equal Opportunity Employment
RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.

JOB SUMMARY
City: Vancouver
Address: Vancouver
Work Hours/Week: 37.5
Work Environment: Private Banking Centre
Employment Type: Permanent
Career Level: Experienced Hire/Professional
Pay Type: Salaried
Required Travel (%): 0-25
Exempt/Non-Exempt: N/A
People Manager: No
Application Deadline: 07/09/2021
Platform: Personal & Commercial Banking
Req ID: 381521
Ad Code(s):

Category

The #1 Podcast for Jobseekers

Latest Episode:

#40 – Digital Supercluster – How to Become a Successful Starter

Interested in jobs like this?

Sign up for email alerts

About RBC

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 …

Click Here to Apply

Source: