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.
Ce que nous recherchons
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.
Candidat idéal
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
Compétences techniques
Compétences interpersonnelles
Heures de travail
37.5 hours/week
Avantages
Engagements spéciaux
Requires community presence for networking and client engagement.
Aussi disponible à
À propos de l'entreprise
Royal Bank of Canada
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être et guidée par des principes en vue de produire une performance de premier plan. En tant que plus grande banque du Canada, elle offre des services de banque aux particuliers et aux entreprises, de gestion de patrimoine et de marchés des capitaux à plus de 17 millions de clients dans le monde.
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