Description
This opportunity is for a Private Banker specializing in High Net Worth clients within the Greater Vancouver area, covering Burnaby, New Westminster, and Tri-Cities. The role involves delivering the Black Card Experience, focusing on wealth planning, credit, cash management, and day-to-day banking. The Private Banker is responsible for acquiring new clients through networking, growing existing relationships through advice, and collaborating with other RBC partners to provide comprehensive solutions.
What We're Looking For
Provide high-end relationship management and proactive advice to high net worth households following all five principles of the Black Card Experience.,Deliver an exceptional client experience and build client loyalty.,Introduce clients to the right RBC partners (e.g., Wealth Management Advisor/Counsellor, Commercial Account Manager).,Be present in the community to be relevant to existing and prospective clients and provide proactive advice.,Build and maintain an external Centre of Influence and internal partner network to acquire new clients.,Introduce and support Private Banking Associate, Private Banking Advisor, and Credit Structures teams.,Act as an ambassador for RBC Private Banking.,Minimum of 5 years of experience in providing advice and solutions to high net worth clients.
Ideal Candidate
Financial Planner designation (PFP or CFP),Mutual Fund Dealer – Dealing Representative License,Nice-to-have: Professional designations such as CFA, CPA, MBA, LL.B., FEA
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Requires community presence for networking and client engagement.
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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