High-Profile Portfolio Manager

7 days ago


Toronto, Ontario, Canada Royal Bank of Canada Full time

Company Overview

Royal Bank of Canada is a leading financial institution that strives for excellence in client service and innovative solutions. Our team is dedicated to delivering trusted advice and enhancing the well-being of our clients and communities.

Salary: The estimated salary range for this position is $120,000 - $180,000 per year, based on industry standards and market conditions.

Job Description

The Senior Relationship Manager will be responsible for administering and supporting a portfolio of high-net-worth clients, providing timely and efficient services to ensure a seamless delivery of client experience. This role requires strong interpersonal skills, as success depends on collaboration with colleagues.

Key Responsibilities:

  • Manage client relationships and provide exceptional client service and experience
  • Administer a portfolio of accounts accurately and efficiently
  • Grow and retain long-term high-net-worth clients
  • Identify new business opportunities for RBC Wealth Management and RBC Royal Trust
  • Demonstrate sales management strengths and effective reporting, tracking, and performance reviews
  • Implement innovative solutions for client service and financial performance consistent with business strategy

Requirements

To succeed in this role, you will require:

  • A post-secondary degree or relevant experience
  • Certification in Canadian Securities (CSC)
  • Excellent written, verbal, and electronic communication skills
  • Able to work under pressure to meet deadlines
  • Flexibility in approaching duties and assignments, with a focus on sharing best practices
  • General knowledge of bank, pension, and brokerage products and services
  • Previous experience in the estate and trust / pension field and/or investment industry

Benefits

We offer a comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable. Our benefits also include flexible work-life options, challenging work, variety of assignments, financial strength, and a strong brand.

Additional Job Details

This is a full-time position with 37.5 hours of work per week. We strive to create an inclusive environment for our employees to bring their true selves to work. If you need accommodations during the recruitment process, please let us know.


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