Join RBC Direct Investing as a Senior Relationship Manager, where you'll provide top-tier service to Ultra High Net Worth clients in the Calgary region. This full-time position is designed for individuals dedicated to client success and relationship growth. This role calls for a Senior Relationship Manager with extensive experience in client service and brokerage.
You'll play a crucial role in retaining and growing assets for the most valuable clients by offering them tailored solutions through a collaborative approach with partners in RBC Wealth Management. Engaging in client seminars and knowledge sessions will amplify your impact while deepening those crucial relationships. Key Responsibilities:
- Retain and grow an elite client's portfolio
- Deliver a premier service experience to all clients
- Identify and align client needs with RBC resources
- Lead seminars for enhanced client engagement
- Develop networks to attract new high-value clients
Requirements:
- At least 4 years of client service experience needed
- Solid relationship-building skills with key stakeholders
- 2+ years of investment or brokerage experience
- Canadian Securities Course and CPH are required
- Excellent communication and analytical abilities
Drive exceptional client experiences at RBC Direct Investing by utilizing your market expertise.
📌 RBC Direct Investing Senior Manager Role (Victoria)
🏢 RBC
📍 Victoria
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