Private Banking Relationship Manager

2 weeks ago

Toronto, Canada Royal Bank of Canada Full time

**Come Work with Us**

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

**Job Title**

Private Banking Relationship Manager

**What is the opportunity?**

The Private Banking Relationship Manager is a primary point of contact for select Professional Sports-focused, HNW and VHNW Households to support their banking and credit solutions, as well as delivering an Exceptional Tailored Client Experience and offering Tailored Advice. You will nurture relationships with existing clients by understanding their financial needs and prioritizing client satisfaction as well as working with RBC wealth partners to deepen existing long-term relationships. Through effective Discovery and Partnering you will create a need for discussing & executing intergenerational wealth transfer strategy discussion and increase RBC share of wallet. As Private Banking Relationship Manager, you will be a key member of a dynamic new team delivering support, service and advice through day-to-day client interactions while proactively and diligently enabling clients to digitally self-serve.

**What will you do?**
- Excel at needs discovery and solution development to provide existing Private Banking clients with advice for their day to day banking needs
- Partner with Private Banking team and wealth management Partners to identify, plan & deliver the best solutions to clients based on strong knowledge of client’s needs and expectations
- Identify planning opportunities, engaging the most appropriate partner to fulfill. Assist with completion of Wealth Planning questionnaires (WEC, Compass, GBP, and Family Snapshot)
- Proactively educate and advise clients on options to self-serve for their day-to-day banking needs, including where required supporting on onboarding to digital tools including RBC Mobile Banking, Online Banking, Royal Direct and RBC Express: acting as a champion for digital enablement
- Proactively connect with clients through an annual relationship management discovery review as well as client fee reviews per schedule
- Participate in proactive ongoing contact programs to forge strong relationships with existing clients by staying in touch, providing value-added service and meaningful advice
- Take ownership of client problem resolution at first point of contact, sourcing answers and leveraging expertise across RBC, escalating as required in a timely fashion
- Clearly outline to clients the expected steps of every process and keep them apprised of the status of their inquiry/request

**What do you need to succeed?**

**Must Have**
- Desire to test new concepts, learn from experience and evolve as appropriate.
- Experience in dealing with High Net Worth clients
- Adapt quickly to the ongoing changes during the Test & Learn environment
- Strong proficiency with digital banking platforms
- Passion for Exceptional Client Service, providing value proactively, look for ways to add value beyond immediate requests, bringing in partners as appropriate.
- Passion for relationship management and growing existing Client Relationships
- Proven ability to Partner with the appropriate Partner as needed
- Excellent communication skills, reflecting confidence, building credibility in professional delivery of service and advice.
- Strong knowledge of RBC retail products including banking and credit advice and solutions
- Excellent written and verbal communication skills as well as client advice and service standards
- IFIC, CSC and /or PFSA (Personal Financial Service Advice) completed or ability to complete within 6 months

**Nice to Have**
- Minimum of 3 years personal banking experience with credit experience a strong advantage
- Post-secondary education in Commerce or Business Administration

**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

WMPB

**Job Summary**

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