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Direct investing high value client manager

3 months ago

Grenfell, Canada RBC Full time

Job Summary

Job Description

What is the opportunity?

At RBC Direct Investing, our High Value Client Managers (HVCM) play a critical part of our team by providing expert support to new and existing High Net Worth/Ultra High Net Worth (HNW/UHNW) clients with highly complex needs.

Joining our team will give you the opportunity to showcase your client-focused mindset and ability to identify and develop client centric solutions while being supported by a team committed to your growth and development. At RBC Direct Investing, you will have the resources and support needed to deliver for your clients through partnerships and alignment with RBC Private Banking and RBC Business Financial Services.

What will you do?

  • Be accountable for the retention and asset growth of an assigned portfolio of RBCDIs highest value clients located in your market

  • Lead with a service mindset, delivering an exceptional partner experience that demonstrates your ability to support them and their clients with a white glove level of care

  • Know your clients by identifying what is important to them, introduce them to RBC partners when you identify opportunities to add value

  • Collaborate with local market partners, including Private Banking (PB) and Business Financial Services (BFS), to identify new high net worth client opportunities that require a specialized and in-person on-boarding experience

  • Deliver client seminars and client knowledge sessions to drive engagement and awareness of the RBCDI total value proposition

  • Deepen client relationships by offering value added insights, ensuring clients understand how to get the most out of RBC DIs industry leading online platform

  • Be accountable to understand the growth opportunity in your market/s and cultivate Centre of Influence (COI) networks to win new business

What do you need to succeed?

Must-have:

  • Post-secondary education and a minimum of 4 year of experience in a client service role, driven to help meet clients needs

  • 2+ years brokerage or investment industry experience

  • Canadian Securities Course (CSC) and Conduct and Practice Handbook (CPH) as role will require Investment Industry Regulatory Organization of Canada (IIROC) registration

  • Strong communication, analytical and time management skills, along with an attention to detail

  • Proven ability to cultivate strong relationships with both clients and internal stakeholders

Nice-to-have:

  • Derivatives Fundamentals Course and Options License (OLC)

  • Applied knowledge of Wealth Management practices, risk management and operational procedures

Whats 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, fair compensation, commissions, and stock where applicable

  • Leaders who help your development through coaching and managing opportunities

  • Ability to make a difference and lasting impact

  • Work in a dynamic, collaborative, progressive, and high-performing team

Job Skills

Business Development, Coaching Others, Communication, Customer Acquisition Strategy, Customer Relationship Management (CRM) Strategies, Customer Value Management, Long Term Planning, Negotiation, Perseverance and Follow-Through, Sales Channels, Sales Forecasting

Additional Job Details

Address:

4 ROBERT SPECK PKY:MISSISSAUGA

City:

MISSISSAUGA

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-06-21

Application Deadline:

2024-07-05

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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

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