09 Aug
|
RBC Dominion Securities
|
Ontario
09 Aug
RBC Dominion Securities
Ontario
Join RBC Direct Investing as a Senior Relationship Manager in Hamilton, Ontario, focusing on high net worth client needs. Deliver comprehensive support and tailored solutions to foster client growth.
In this full time role, you will champion the retention and growth of an elite portfolio of clients. This position requires a service-oriented mindset and deep understanding of the investment landscape. Collaborate with RBC Wealth Management to engage clients and present knowledgeable seminars.
Key Responsibilities:
• Manage and grow portfolios of high net worth clients
• Provide exceptional and tailored client service
• Proactively connect clients with RBC resources and advisors
• Identify and cultivate recent client onboarding opportunities
• Deliver engaging seminars to highlight RBC’s offerings
Requirements:
• Post-secondary education with four years in client services
• Proven track record in relationship management and KPIs
• 2+ years in the brokerage or investment sector
• Must have CIRE registration or equivalent
• Solid analytical, communication, and detail orientation
Leverage your expertise in wealth management to make a meaningful impact at RBC Direct Investing.
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📌 High Net Worth Relationship Manager At Rbc Ontario
🏢 RBC Dominion Securities
📍 Ontario