Client Relationship Manager

4 weeks ago

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

Position Overview

Role Summary

What is the opportunity?

As an integral part of the client service team, the International Private Banking Associate plays a crucial role in crafting sales and service strategies through consistent client engagement. You will provide direct assistance to RBC Private Banking clients across various activities.

Key Responsibilities

  • In your capacity as an International Private Banking Associate, you will engage with all new clients, demonstrating how the role enhances support for Private Bankers and delivers exceptional service to high-net-worth clients.
  • You will serve as the primary liaison for both new and existing clients, ensuring seamless coordination of sales and service with product and service experts.
  • With a solution-oriented mindset, you will address client issues promptly, keeping the Private Banker informed of any significant concerns or escalations.
  • Your expertise in sales and client service will enable you to identify opportunities that foster client retention, revenue growth, and referrals.
  • You will assist clients with various requests, including processing transactions, wire transfers, and managing daily investment renewals efficiently.
  • Leveraging your technological proficiency, you will optimize the use of tools (such as Financial Literacy and Sales Pipeline) to maintain accurate records and document all relevant client interactions and outcomes.
  • As part of the International Private Banking team, you may be required to operate from various locations as needed.


Qualifications for Success


Essential Requirements

  • A minimum of 2-3 years of experience in retail banking.
  • Fluency in English, Mandarin, and Cantonese is required.
  • Strong proficiency in MS Office applications.
  • Demonstrated client service excellence.
  • Exceptional organizational and prioritization skills.
  • Support from your Manager is necessary to apply for this position.
  • Flexibility to work from various locations as required.


Preferred Qualifications

  • Completion of IFIC and/or CSC certifications.
  • Post-secondary education in Commerce or Business Administration.
  • A foundational understanding of investment principles and a comprehensive knowledge of RBC products and services.

What We Offer

At RBC, we are committed to fostering an environment that encourages growth, collaboration, and innovation. We value each team member's contributions and strive to create a workplace where everyone can thrive.

  • A comprehensive Total Rewards Program, including competitive compensation, bonuses, and flexible benefits.
  • Supportive leadership focused on your professional development through coaching and mentorship.
  • Opportunities to make a meaningful impact and contribute to our community.
  • A dynamic, collaborative, and high-performing team environment.
  • Challenging work that promotes personal and professional growth.
  • Opportunities for increased responsibilities and career advancement.

Job Skills

Client Relationship Management, Customer Service Excellence, Problem Solving, Sales Strategy Development, Interpersonal Communication, Persistence, Product Knowledge, Sales Activities

Additional Information

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion as key drivers of innovation and growth. We are dedicated to building inclusive teams and fostering an equitable workplace where all employees can be their authentic selves. We actively work to address issues of inequity and systemic bias to support our diverse talent, clients, and communities.

We also strive to provide an accessible candidate experience for individuals with varying abilities. Please inform us if you require any accommodations during the recruitment process.

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