What is the opportunity?

As key member of the UHNW Client Relationship Team, the Private Banking Advisor partners with the Private Banker to bring to life our commitment to best in class advice and service to our clients. You will also partner with the Private Banker to ensure we communicate by the means they desire, ensure we understands their goals and circumstances, and they see value in our advice and service.

What will you do?

Key member of the client relationship team responsible for providing support, service and advice through day to day client interactions with UHNW Private Banking clients while proactively and diligently enabling clients to digitally self-serve.

• You will employ strong communication to engage clients and build relationships.
• Support the UHNW client relationship team’s activities in acquiring new high net worth (UHNW) households and in deepening existing long-term relationships.
• As Private Banking Advisor, you will meet with all new Private Banking clients and outline how you will provide support as part of the client relationship team.
• Identify new and existing client needs to deepen client relationship and provide customized advice.
• Partner with the Private Banker to prepare for client meetings and lead client meetings focused on day-to-day banking advice.
• Deliver financial literacy education to Private Banking clients and their family.
• Use critical thinking, business knowledge and partner collaboration to resolve complex client issues
• Proactively educate and enable clients to engage with RBC through the channel of their choice.

What do you need to succeed?

Must have

• Ability to articulate and convey clear communication in both written and verbal delivering an elevated client experience
• Team player who thrives on working and collaborating with others
• Proven ability to deliver an elevated client experience.
• Excellent organizational skills with proven abilities to multi-task and work under pressure
• Ability to be agile, embrace change and adopt digital technology
• Completion of IFIC and/or CSC
• Completion of CSI Personal Financial Services Advice course or commitment to complete within 12 months
• Basic understanding of investment fundamentals and thorough understanding of RBC products and services

Nice to have

• Degree/Diploma post-secondary education
• Previous customer service/banking experience
• Key member of the client relationship team responsible for providing support, service and advice through day to day client interactions with UHNW Private Banking clients while proactively and diligently enabling clients to digitally self-serve.
• Together with the full Client Relationship Team, understand and deliver an exceptional and personal client experience and advice to clients for their day to day banking needs meeting virtually or in person according to client preference.
• Supports the UHNW client relationship team’s activities in acquiring new high net worth (UHNW) households and in deepening existing long-term relationships.

What’s in it for you?

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.

• Opportunity to be part of an environment that encourages personal and professional growth
• Be part of a dynamic, collaborative, progressive, and high-performing team
• Flexible work/life balance options
• Access to a variety of job opportunities across business and geographies
• Ability to develop strong relationships with affluent clientele
• Ability to make a difference and lasting impact on the financial wellbeing of our clients
• Opportunities to be challenged with the complexities of high value client needs

Job Skills

Additional Job Details

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. 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.