At RBC Direct Investing, our Senior Relationship Managers play a critical part of our team by providing expert support to new and existing High Net Worth/Ultra High Net Worth (HNW/UHNW) clients with highly complex needs. Joining our team will give you the opportunity to showcase your client-focused mindset and ability to identify and develop client centric solutions while being supported by a team committed to your growth and development. At RBC Direct Investing, you will have the resources and support needed to deliver for your clients through partnerships and alignment with RBC Wealth Management including RBC Dominion Securities, PH&N;, RBC Private Banking and RBC Commercial and Business Banking.
Be accountable for the retention and asset growth of an assigned portfolio of RBCDI's highest value clients located in your market Lead with a service mindset, delivering an exceptional partner experience that demonstrates your ability to support them and their clients with a 'white glove' level of care Collaborate with local market partners, including Wealth Management, Dominion Securities, PH&N;, Private Banking, Commercial and Business Banking to identify new high net worth client opportunities that require a specialized and in-person on-boarding experience Deepen client relationships by offering value added insights, ensuring clients understand how to get the most out of RBC DI's industry leading online platform Be accountable to understand the growth opportunity in your market/s and cultivate Centre of Influence (COI) networks to win new business Post-secondary education and a minimum of 4 year of experience in a client service role, driven to help meet clients' needs ~ Canadian Securities Course (CSC) and Conduct and Practice Handbook (CPH)
as role will require Investment Industry Regulatory Organization of Canada (IIROC) registration ~ Strong communication, analytical and time management skills, along with an attention to detail Applied knowledge of Wealth Management practices, risk management and operational procedures 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. A comprehensive Total Rewards Program including bonuses and versatile benefits, fair compensation, commissions, and stock where applicable Leaders who help your development through coaching and managing opportunities Business Development, Coaching Others, Communication, Customer Acquisition Strategy, Customer Relationship Management (CRM) Strategies, Customer Value Management, Long Term Planning, Negotiation, Perseverance and Follow-Through, Sales Channels, Sales Forecasting Full time WEALTH MANAGEMENT Posted Date: Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. Applying to this posting allows you to express your interest in this current career opportunity at RBC.
📌 Direct Investing Senior Relationship Manager, Royal Distinction (Victoria)
🏢 RBC
📍 Victoria