Private Banking Associate

3 weeks ago

Vancouver, 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 Associate

**What is the opportunity?**
As a key member of the client relationship team, the Private Banking Associate in the International Private Banking team is responsible for developing sales and service solutions through regular client interactions. You will also be responsible for direct support to the RBC Private Banking Clients with all activities.

**What will you do?**
- As Private Banking Associate, you will meet with all new clients and outline how the PBA role provides support as part of the relationship team
- You will act as primary contact for new and existing client's needs, coordinating sales and fulfillment with product and service specialists
- As one who thrives on finding the solution, you will ensure problems are resolved to the client’s satisfaction, and you will advise the Private Banker of potential escalation/major issues.
- As a sales and client service professional, you will maximize opportunities with clients to enhance retention, revenue growth and referrals
- You will also assist the client with any requests they may have, for example processing daily transactions, wire transfers and daily term investment renewals
- Using your technological knowledge, you will also maximize the use of technology (Financial Literacy, Family Snapshot, Sales Pipeline, etc.) to maintain data integrity, documenting all relevant client sales and service contacts and results
- As part of the International Private Banking Team, you may be required to work out of our Marine Gateway (South Vancouver) or Downtown Vancouver

**What do you need to succeed?**
**Must-have**
- A minimum of 2-3 years retail banking experience
- Strong working knowledge of MS Office
- Proven client service skills
- Excellent organizational skills
- Must be fluent in English, Mandarin and Cantonese
- May be based out of the Marine Gateway (South Vancouver) or Downtown Vancouver Office

**Nice-to-have**
- 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

**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
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities

**Job Summary**

**Address**:
VANCOUVER, British Columbia, Canada

**City**:
CAN-BC-VANCOUVER

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Wealth Management

**Job Type**:
Staff Augmentation

**Pay Type**:
Salaried

**Posted Date**:
2023-05-11

**Application Deadline**:
2023-06-16

**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.

**Join our Talent Community**

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

  • Private Banking Associate

    2 weeks ago

    Vancouver, 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...

  • Private Banking Associate

    5 days ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Come Work with UsAt 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...

  • Private Banking Associate

    7 days ago

    Vancouver, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Private Banking Associate

    3 weeks ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a key member of the client relationship team, the Private Banking Associate - International Private Banking is responsible for developing sales and service solutions through regular client interactions. You will also be responsible for direct support to the RBC Private Banking Clients with all...

  • Private Banking Associate

    1 month ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a key member of the client relationship team, the Private Banking Associate - International Private Banking is responsible for developing sales and service solutions through regular client interactions. You will also be responsible for direct support to the RBC Private Banking Clients with all...

  • Private Banking Associate

    6 days ago

    Vancouver, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As a key member of the client relationship team, the Private Banking Associate - International Private Banking is responsible for developing sales and service solutions through regular client interactions. You will also be responsible for direct support to the RBC Private Banking Clients with all...

  • Associate Private Banking Advisor

    2 months ago

    Vancouver, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Banking Associate Private Banking 1859

    3 weeks ago

    Vancouver, Canada National Bank of Canada Full time

    **Primary Locations**:Vancouver, British Columbia**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: National Bank - Banking Associate Private Banking 1859 Private Banking 1859 provides a boutique, red-carpet experience to ultra-high net worth clients with personal banking and business needs as well as wealth management,...

  • Banking Associate Private Banking 1859

    1 week ago

    Vancouver, Canada National Bank of Canada Full time

    **Primary Locations**:Vancouver, British Columbia**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: National Bank - Banking Associate Private Banking 1859 Private Banking 1859 provides a boutique, red-carpet experience to ultra-high net worth clients with personal banking and business needs as well as wealth management,...

  • Assistant, Private Banking

    2 months ago

    Vancouver, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Private Banking Client Service Associate

    2 weeks ago

    Vancouver, Canada TD Bank Full time

    **Private Banking Client Service Associate**: - 416338BR **Job Category - Primary** - Wealth Management **Work Location** - Pacific Centre - 700 West Georgia Street Corporate **Employment Type** - Regular **City** - Vancouver **Time Type** - Full Time **Province/State** - British Columbia **Hours** - 37.5 **Workplace Model** - Hybrid **Pay...

  • Private Banking Client Service Associate

    2 weeks ago

    Vancouver, Canada TD Bank Full time

    **Private Banking Client Service Associate**: - 426527BR **Job Category - Primary** - Wealth Management **Work Location** - Pacific Centre - 700 West Georgia Street Corporate **Employment Type** - Regular **City** - Vancouver **Time Type** - Full Time **Province/State** - British Columbia **Hours** - 37.5 **Workplace Model** - Onsite **Pay...

  • Assistant, Private Banking

    4 days ago

    Vancouver, British Columbia, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Associate Private Banker

    4 weeks ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 175405 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What you will be doing**: We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and administration of assigned...

  • Associate Private Banker

    4 weeks ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 165413 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What you will be doing**: We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and administration of assigned...

  • Associate Private Banker

    2 weeks ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 190043 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What you will be doing**: We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and administration of assigned...

  • Private Banking Officer

    6 days ago

    Vancouver, Canada BMO Financial Group Full time

    2601-2609 Granville Street Vancouver British Columbia,V6H 3H2 The Private Banking Officer, Sales supports the delivery of the customer experience for private banking clients. Provides high quality customer service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify...

  • Private Banking Advisor

    3 weeks ago

    Vancouver, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As key member of the Client Relationship Team, the Private Banking Advisor partners with the Private Banker to bring to life our commitment to best in class advice and service to our clients. You will also partner with the Private Banker to ensure we communicate by the means they desire, ensure we understands...

  • Private Banking Officer

    2 weeks ago

    Vancouver, Canada BMO Financial Group Full time

    885 West Georgia Street Vancouver British Columbia,V6C 3E8 In this role you will be supporting the Private Banker by delivering exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products....

  • Private Banking Officer

    3 weeks ago

    Vancouver, Canada BMO Financial Group Full time

    595 Burrard Street Vancouver British Columbia,V7X 1L7 This role supports the Private Banker with the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the...