Private Banker (YQY352)

Private Banker (YQY352)

09 Nov
|
RBC
|
Waterloo

09 Nov

RBC

Waterloo

What is the opportunity?

Working within a dynamic team, as an RBC Private Banker you will be responsible for acquiring new high net worth households and growing existing long-term profitable relationships. You will be using a personalized and confidential approach to manage a portfolio of households requiring integrated wealth management advice and planning, sophisticated credit, banking, cash management solutions.





Please note: This role can be located in our Waterloo, ONT office or at our Guelph, ONT location. (74 Wyndham Street North, 2nd floor)





What will you do?

- Collaborates and coordinates with the Private Banking Team and RBC Partners to develop and execute a client contact strategy,

respecting and reinforcing role clarity to deliver solutions that serve and solve the client's needs.

- Network to establish strong relationships with RBC Partners

- Provide high end relationship management and advice to High-Net-Worth Canadians following all five principles of the Black Card Experience

- Follow national professional servicing standards including: meeting agendas, appointment confirmations, follow-up recap of meeting, email, phone, etc.

- Encourage & promote digital solutions/online/mobile banking/RBC Express with clients thereby supporting the PBA in increasing online/mobile banking solutions & transitioning wire transactions to RBC Express.

- Establish an annual sales plan with the Manager and setting and working towards performance targets for revenue growth, new qualifying HNW households and deep discovery activities that reflect performance expectations of similarly tenured PBs for the specific Region.

- Responsible to ensure clear and adequate Source of Wealth, Source of Funds, references or other sources to corroborate reputation information where available, geographic risk etc. is captured in the client file to support the on boarding of the new relationship.

- Finally, you will ensure skills/knowledge/ accreditations are regularly updated to meet client advice needs and position requirements.





What do you need to succeed?

Must-have

- University Degree in a related field

- Excellent Communication Skills

- A minimum of 3-5 years Sales Experience in the Financial Industry

- A minimum of 3-5 years proven Sales Success

- Related Banking Designation ( CFP, PFP ) willing to allow 18 months to complete during placement





Nice-to-have

- Experience in Wealth Management in a Sales Capacity





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 a 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.





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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: Waterloo

Address: 95 King Street South, #202

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: 11/23/2020

Req ID: 290963



Posting Notes:

The original job offer can be found in Kit Job:
https://www.kitjob.ca/job/17205712/private-banker-yqy352-waterloo/?utm_source=html

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