Private Banking Associate

3 weeks ago

Vancouver, Canada RBC - Royal Bank Full time

Job Summary

Job Description

What is the opportunity?
As a key member of the client relationship team, the Private Banking Associate - International Private Banking is responsible for developing sales and service solutions through regular client interactions. You will also be responsible for direct support to the RBC Private Banking Clients with all activities.


What will you do?

  • As Private Banking Associate, you will meet with all new clients and outline how the PBA role provides support as part of the relationship team

  • You will act as primary contact for new and existing client's needs, coordinating sales and fulfillment with product and service specialists

  • As one who thrives on finding the solution, you will ensure problems are resolved to the client's satisfaction, and you will advise the Private Banker of potential escalation/major issues.

  • As a sales and client service professional, you will maximize opportunities with clients to enhance retention, revenue growth and referrals

  • You will also assist the client with any requests they may have, for example processing daily transactions, wire transfers and daily term investment renewals

  • Using your technological knowledge, you will also maximize the use of technology (Financial Literacy, Family Snapshot, Sales Pipeline, etc.) to maintain data integrity, documenting all relevant client sales and service contacts and results.

  • As part of the International Private Banking Team, you may be required to work out of our Marine Gateway (South Vancouver) or Downtown Vancouver

What do you need to succeed?
Must-have

  • A minimum of 2-3 years retail banking experience

  • Strong working knowledge of MS Office

  • Proven client service skills

  • Excellent organizational skills

  • Must be fluent in English, Mandarin and Cantonese

  • May be based out of the Marine Gateway (South Vancouver) or Downtown Vancouver Office

Nice-to-have

  • Completion of IFIC and /or CSC

  • Post-secondary education in Commerce or Business Administration

  • Basic understanding of investment fundamentals and thorough understanding of RBC products and services

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.

Job Skills

Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities

Additional Job Details

Address:

VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER

City:

VANCOUVER

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-03-22

Application Deadline:

2024-05-10

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
​​​​​​​
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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