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Private Banking Advisor
4 months ago
**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 their goals and circumstances, and they see value in our advice and service.
**What will you do?**
- You will employ strong communication to engage clients and build relationships.
- As Private Banking Advisor, you will meet with all new Private Banking clients and outline how you will provide support as part of the client relationship team.
- Identify new and existing client needs to deepen client relationship and provide customized advice.
- Partner with the Private Banker to prepare for client meetings and lead client meetings focused on day-to-day banking advice.
- Deliver financial literacy education to Private Banking clients and their family.
- Use critical thinking, business knowledge and partner collaboration to resolve complex client issues
- Proactively educate and enable clients to engage with RBC through the channel of their choice.
**What do you need to succeed?**
**Must have**:
- Ability to articulate and convey clear communication in both written and verbal delivering an elevated client experience
- Minimum of 2 to 3 years of banking experience
- Team player who thrives on working and collaborating with others
- Proven ability to deliver an elevated client experience
- Excellent organizational skills with proven abilities to multi-task and work under pressure
- Ability to be agile, embrace change and adopt digital technology
- Completion of IFIC and/or CSC
- Completion of CSI Personal Financial Services Advice course or commitment to complete within 12 months
- Basic understanding of investment fundamentals and thorough understanding of RBC products and services
**Nice to have**:
- Degree/Diploma post-secondary education
- Previous customer service/banking 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.
- Opportunity to be part of an environment that encourages personal and professional growth
- Be part of a dynamic, collaborative, progressive, and high-performing team
- Flexible work/life balance options
- Access to a variety of job opportunities across business and geographies
- Ability to develop strong relationships with affluent clientele
- Ability to make a difference and lasting impact on the financial wellbeing of our clients
- Opportunities to be challenged with the complexities of high value client needs
**Job Skills**
**Additional Job Details**
**Address**:
VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER
**City**:
VANCOUVER
**Country**:
Canada
**Work hours/week**:
37.5
**Employment Type**:
Full time
**Platform**:
Personal and Commercial Banking
**Job Type**:
Regular
**Pay Type**:
Salaried
**Posted Date**:
2024-02-13
**Application Deadline**:
2024-02-28
**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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