Direct Investing Senior Relationship Manager, Royal Distinction
Description
RBC Direct Investing is seeking a Senior Relationship Manager to provide expert support to new and existing High Net Worth/Ultra High Net Worth (HNW/UHNW) clients with complex needs. This role focuses on client-centric solutions and growth within RBC Wealth Management.
What We're Looking For
Retain and grow an assigned portfolio of RBCDI's highest value clients in the market.
Deliver an exceptional partner experience with a 'white glove' level of care.
Identify client needs and introduce them to relevant RBC partners.
Collaborate with local market partners (Wealth Management, Dominion Securities, PH&N, Private Banking, Commercial and Business Banking) to identify HNW client opportunities.
Deliver client seminars and knowledge sessions to promote RBCDI's value proposition.
Deepen client relationships by offering insights and platform utilization guidance.
Understand market growth opportunities and cultivate Centre of Influence (COI) networks for new business.
Ideal Candidate
Post-secondary education.
Minimum of 4 years of experience in a client service role.
Proven ability to cultivate strong relationships with clients and internal stakeholders.
Proven ability to achieve results and KPIs.
2+ years brokerage or investment industry experience.
Canadian Securities Course (CSC) and Conduct and Practice Handbook (CPH) required for IIROC registration.
Strong communication, analytical and time management skills, along with an attention to detail.
Nice-to-have: Derivatives Fundamentals Course and Options License (OLC).
Nice-to-have: Applied knowledge of Wealth Management practices, risk management and operational procedures.
Minimum Education
Post-secondary education
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Requires Investment Industry Regulatory Organization of Canada (IIROC) registration.
Also Available At
About the Company
Royal Bank of Canada
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.
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