High Net Worth Client Relationship Specialist

1 week ago


Calgary, Alberta, Canada Royal Bank of Canada Full time
About the Role

We are seeking a highly skilled Private Banking Advisor to join our team and provide exceptional client experience and day-to-day banking advice to high net worth Canadians.

Key Responsibilities
  • Deliver tailored advice and solutions to clients, enabling them to digitally self-serve and deepen existing long-term relationships.
  • Contribute to business development by creating ideas in weekly planning/strategy sessions with follow-up and execution of planned activities.
  • Conduct comprehensive banking reviews with all new households and with existing clients as appropriate.
  • Provide financial advice through the presentation of options with a clear recommendation that articulates the value to the client.
Requirements
  • Superior client relationship management skills.
  • Exceptional oral and written communication skills.
  • A minimum of two years of relevant financial services industry experience, preferably with high net worth clients.
  • Meticulous attention to detail and strong organizational skills.
Benefits and Opportunities

We offer a comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable. Our leaders support your development through coaching and managing opportunities. You will have the ability to make a difference and lasting impact in a dynamic, collaborative, progressive, and high-performing team.

We estimate the salary for this role to be around $120,000 - $150,000 per year, depending on experience and qualifications.



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