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
• Strong 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.
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📌 RBC Direct Investing Senior Manager Role (Victoria)
🏢 RBC
📍 Victoria
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