Private Client Manager

1 week ago

Toronto, Canada Royal Bank of Canada Full time

**Job Summary**

**What is the opportunity?**

As a seasoned banking professional, you will be responsible for facilitating the administrative and operational support of families within Parallel by RBC, a new team dedicated to Family Office. You will partner with various internal partners including Private Banking and Dominion Securities to ensure we deliver personalized service and an exceptional client experience as we win as One RBC. Through observation, you will also maintain a line of sight on the right banking and credit solutions to help meet their cash management, day-to-day banking, and credit needs.

**What will you do?**
- Ensure weekly value-added proactive communication following the client service model and established practice management targets and routines.
- Help support and enable team members of Parallel by RBC, Private Banking and other partners for appropriate solutions ensuring that we deliver an exceptional client experience while always doing what is right for our client.
- Take ownership and resolve client concerns at first point of contact, escalate to PB, DS and other partners when appropriate while ensuring follow-up and communication is fulfilled.
- Engage in deep discovery to understand client banking and credit needs and provide insight to Director and partners on appropriate solutions and approach.
- Actively maintain corporate memory by ensuring files are robust and accurate with all relevant information (e.g. net worth, interests, pipeline opportunities with next steps are captured and is fully built out)
- Proactively and diligently stay at the forefront of RBC’s digital solutions and enable clients through education and support, including Cyber security

**What do you need to succeed?**

**Must Have**
- A minimum of three years’ experience providing advice and solutions, as well as relationship management, to high net worth, ideally Ultra High Net Worth clients.
- A minimum of three years of credit experience.
- Thorough understanding of the sale of HNW financial products and services

**Nice to Have**
- Private banking experience is an asset
- A combination of personal and commercial banking experience
- Cash Management experience

**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
- Leaders who support 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
- Flexible work/life balance options
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business and geographies

**Job Skills**

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

**Additional Job Details**

**Address**:
RBC CENTRE, 155 WELLINGTON ST W:TORONTO

**City**:
TORONTO

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Wealth Management

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2024-06-14

**Application Deadline**:
2024-06-28

**I**nclusion** 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.

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