Private Banking Advisor Ultra High Net Worth

3 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 Advisor Ultra High Net Worth

**What is the opportunity?**

As a key member of the ultra-high net worth (UHNW) client relationship team, the Private Banking Advisor, UHNW, partners with the Private Banker to identify and deliver on Private Banking ultra-high net worth clients' day-to-day banking needs, bringing the Black Card Experience to life. Private Banking Advisors are responsible for the onboarding experience of new clients, analysis of new and existing client needs, and partnering with the Private Banker to prepare for client meetings.

**What will you do?**
- As Private Banking Advisor, UHNW, you will meet with all new Private Banking ultra-high net worth clients and outline how the Advisor role provides support as part of the client relationship team
- Identify new and existing ultra-high net worth client needs, partner with the Private Banker to prepare for client meetings, and lead client meetings focused on day-to-day banking advice
- Proactively identify ultra-high net worth client needs and provide advice to enhance retention, revenue growth, and referrals
- Deliver financial literacy education to Private Banking ultra-high net worth clients and their family members
- Ensure any issue is resolved to the satisfaction of the client
- Using your technological knowledge, you will maximize the use of technology to maintain data integrity, documenting all relevant client sales and service contacts and results
- Proactively educate and enable ultra-high net worth clients to engage with RBC through the channel of their choice

**What do you need to succeed?**

**Must-have**
- A minimum of 2 years of professional banking experience
- Strong written and verbal communication skills in English
- Completion of IFC or CSC
- Completion of the Personal Financial Services Advice (PFSA) course or the Fundamentals of Personal Finance (0700) course
- Strong working knowledge of Microsoft Office Suite
- Proven client service skills and excellent organizational skills

**Nice-to-have**
- 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.
- Challenging work
- Variety of assignments
- Financial strength and strong brand
- Prestige
- Management that supports your work and progression

**Job Summary**

Traiter les demandes de la clientèle et assurer la coordination des tâches administratives requises pour les opérations de gestion privée liées à des produits et des services pour la clientèle interne et externe. S’assurer de respecter les lois et les réglementations bancaires en vigueur. S’appuyer sur un ensemble complet de pratiques, de connaissances et d’aptitudes pour réaliser des affectations.

**Address**:
TORONTO, Ontario, Canada

**City**:
CAN-ON-TORONTO

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Personal and Commercial Banking

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2023-08-31

**Application Deadline**:
2023-09-15

**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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