Private Banking Associate, International Private Banking
2 weeks ago
Job Title: Private Banking Associate - International Private Banking
About the Role:
As a key member of the client relationship team, the Private Banking Associate - International Private Banking plays a vital role in developing sales and service solutions through regular client interactions. This position requires a strong understanding of client needs and a passion for delivering exceptional service.
Key Responsibilities:
- Meet with new clients to outline how the Private Banking Associate role provides support to Private Bankers and delivers superior client experience to high net worth individuals.
- Act as primary contact for new and existing clients, coordinating sales and fulfillment with product and service specialists.
- Ensure problems are resolved to the client's satisfaction and advise Private Bankers of potential escalation/major issues.
- Maximize opportunities with clients to enhance retention, revenue growth, and referrals.
- Assist clients with requests, such as processing daily transactions, wire transfers, and daily term investment renewals in a timely manner.
- Utilize technological knowledge to maintain data integrity, documenting all relevant client sales and service contacts and results.
- Work collaboratively with the International Private Banking Team, potentially based out of our Vancouver office.
Requirements:
- Minimum of 2-3 years retail banking experience.
- Fluency in English, Mandarin, and Cantonese.
- Strong working knowledge of MS Office.
- Proven client service skills.
- Excellent prioritization and organizational skills.
- Support from your Manager to pursue this opportunity.
Preferred Qualifications:
- 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.
About RBC:
RBC is a leading financial institution committed to delivering trusted advice and helping our clients thrive and communities prosper. We value diversity and inclusion, and strive to create an equitable workplace for our employees to bring their true selves to work.
What We Offer:
- A comprehensive Total Rewards Program, including bonuses and flexible benefits.
- Leaders who support your development through coaching and managing opportunities.
- The ability to make a lasting impact and contribute to our clients' success.
- A dynamic, collaborative, and progressive work environment.
- Opportunities to take on progressively greater accountabilities.
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-
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