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 cooperative 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. #J-18808-Ljbffr
📌 RBC Direct Investing Senior Manager Role (Winnipeg)
🏢 RBC
📍 Winnipeg
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.