Private Banker, Very High Net Worth Clients

Found in: beBee jobs CA - 2 weeks ago

Montreal, Quebec, Canada Royal Bank of Canada Full time

Job Summary

Job Description

What is the opportunity?

We are looking for a Private Banker with entrepreneurial drive to join our dynamic and growing team. You will be responsible for establishing new relationships within your target market and for the growth of existing very high net worth (VHNW) clients using a personalized and confidential approach to execute integrated wealth management advice and planning, sophisticated credit solutions, complex banking, and cash management solutions. As Canada's Top Private Bank, we excel in providing service over and above any other private bank.

What will you do?

  • Lead with a growth mindset, focusing on what's possible to ensure profitable growth through new VHNW household acquisition and delivering an exceptional and personal client experience
  • Introduce your Client Relationship Team: the Private Banking Advisor and Associate teams as key advisors on managing day-to-day banking needs and the Credit Structures team as key specialists for credit advice and solutions; support the teams by leading and reinforcing a team approach to deliver on client needs
  • Establish an individual plan towards achieving performance targets for revenue growth, acquiring new qualifying households, while executing client discovery activities that reflect the expertise, skill sets, and professionalism expected of your role and position
  • A self-starter, you work independently to leverage your network (internal and external) to build a portfolio of clients and pipeline of prospects, while working with your team to maintain a quality client portfolio, conducting frequent reviews of the portfolio to identify new business and generate strong revenue streams
  • Proactive in developing and structuring end-to-end solutions to address client needs by effectively applying your knowledge and understanding of financial planning principles partnering closely with RBC investment and wealth planning professionals
  • Assess and execute credit strategies as part of an integrated approach to financial planning
  • Take ownership of client problem resolution, sourcing answers and leveraging expertise across RBC
  • You ensure your skill sets and accreditation are updated, and keep abreast of information and developments in our industry to meet client advice needs and role requirements while adhering strictly to policies and procedures

What do you need to succeed?
Must-have

  • A minimum of 5 years of experience in client relationship management (personal and/or commercial) where you provided advice and solutions to high net worth clients
  • Understanding of credit and financial planning fundamentals
  • Proven track record in relationship sales, business development, and effective relationship management in a team environment
  • Ability to work independently to problem solve, resolve complex issues and sensitive situations
  • This role requires fluency in both French and English in order to serve RBC's French and English-speaking customers in this market
  • Investment Funds in Canada (IFC), or obligation to obtain within 3 months of starting
  • Financial Planner diploma issued by the IQPF, or obligation to obtain within 18 months of starting

Nice-to-have

  • Commercial or corporate banking experience, a definite asset
  • Previous experience in a direct financial planning role
  • People management experience
  • Designations such as MBA, FEA, etc.

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.

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to building close relationships with clients

Job Skills

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL

City:

MONTRÉAL

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

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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