Wealth Management Professional

4 weeks ago

Toronto, Ontario, Canada Royal Bank of Canada Full time
Senior Associate Job Summary

This role involves providing clients with a holistic overview of their wealth picture by delivering complex wealth aggregation and data management solutions. As a Senior Associate, you will play a pivotal role in creating an organized, cohesive wealth picture for High Net Worth (HNW) clients with multifaceted portfolios, including multiple income streams, private equity, real estate, luxury assets, and lending activities.

Key Responsibilities:
  • Input and maintain complex client information in Addepar to provide a complete view and interpretation of the client's assets and obligations.
  • Manage cash flow and coordinate solutions with clients and their advisors/external business partners to meet private equity obligations.
  • Ensure data integrity and accuracy routines are in place to maintain a structured, organized approach to complex wealth data feed. Problem solve where feeds are not available through Addepar and gather information directly from client's portfolio managers, advisors, etc., to accomplish a fulsome aggregate report of each client's overall wealth.
  • Collaborate closely with clients and their advisors (internal and external to RBC) to understand and document wealth data, client goals, and financial nuances.
  • Be resourceful and implement testing to resolve data issues directly, preferably in advance, and ensure information is updated, accurate, and timely for the client portal at all times.
  • Maintain contact records on Salesforce to ensure corporate memory is retained and leveraged for robust client and partner discussions.
  • Facilitate knowledge sharing across the team and RBC to foster a client-centric, data-driven approach, insights/trends to family wealth management.
  • Proactively stay current on RBC's and third-party digital solutions, offering clients support in technology use, including cybersecurity education.
Requirements:
  • CFA accreditation
  • A minimum of three years' experience in Wealth Management
  • Excellent presentation and communication skills
  • A deep understanding of financial markets, private equity, and alternatives
  • Thorough understanding of High Net Worth financial products and services
Benefits:
  • A comprehensive Total Rewards Program including bonuses and flexible benefits
  • Competitive compensation ($120,000 - $150,000)
  • 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
  • Access to a variety of job opportunities across business and geographies

Royal Bank of Canada offers a stimulating work environment that fosters innovation and growth. Join our team of dedicated professionals and contribute to shaping the future of wealth management.

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