Private Client Relationship Specialist
5 days ago
**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 Client Relationship Specialist
**What is the opportunity?**
As a Private Client Relationship Specialist, you will be responsible for building trusted relationships with HNW Home and Auto clients by providing ongoing service, renewal handling and claims support. You will also partner with Private Client Insurance Specialists to build and manage HNW client relationships that provide a one-of-a-kind customer experience with “Concierge Service” that fully protects their wealth, possessions and lifestyle. A unique role with RBC Insurance that has a large upside from a career perspective
**What will you do?**
- Continuously building trusted relationships with HNW Home and Auto clients as client relationship manager
- Effectively partner with Private Client Insurance Specialists to meet HNW client’s individual home and auto insurance needs by delivering extraordinary value to our clients. Identifying exposures, determining the appropriate solutions to those exposures and advising the customer with solutions that are best suited for them with the highest level of integrity.
- Providing professional and prompt client service for new and existing clients through all processes after the sale is made including new business, service requests, appraisals, billing and claims handling
- Renewing accounts, preparing renewal account summary, negotiations with underwriters for premium and preparing renewal package, deliver renewal package electronically to client and schedule a renewal review with client
- Contributing to premium growth targets by up-selling and cross-selling new coverages and product lines
- Assisting Private Client Insurance Specialists in preparing new business quotation proposals in a timely manner
- Maintaining all accounts in accordance with Best Practices and assures timely processing of endorsements and renewals
What do you need to succeed?
**Must-have**
- Minimum 5-7 years of P&C experience working with High Net worth clients
- General Insurance License or RIBO license
- Post-Secondary Education is preferred or related job experience
- Passionate about client experience and committed to exceeding expectations
- Strong verbal and written communication skills
- Able to work in a fast-paced environment with exceptional time management and organizational skills
**Nice-to-have**
- Strong knowledge of High Net Worth insurers would be a plus
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.
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to do challenging work
Access to a variety of job opportunities across businesses and geographies
Financial strength and a strong brand
-
Private Wealth Specialist
1 week ago
Vancouver, Canada CWB Financial Group Full timeAt CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important...
-
Private Client Service Associate
1 week ago
Vancouver, British Columbia, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full time $65,000 per yearConnor, Clark & Lunn Private Capital Ltd.Vancouver, BCJoin one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your interests...
-
Vancouver, Canada HSBC Full timeOpening up a world of opportunity. We're a financial services organization serving more than 39 million customers across the globe through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. We’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of new opportunities for our...
-
Private Banking Credit Structuring Specialist
4 weeks ago
Vancouver, Canada RBC Full timeA leading financial institution in Vancouver seeks a Credit Specialist to support its International Private Banking team. The ideal candidate will have 3-5 years of lending experience and be fluent in Mandarin or Cantonese. This role is critical in structuring credit solutions and managing client relationships, presenting a blend of operational support and...
-
Private Banking Credit Structuring Specialist
4 weeks ago
Vancouver, Canada RBC Full timeA leading financial institution in Vancouver seeks a Credit Specialist to support its International Private Banking team. The ideal candidate will have 3-5 years of lending experience and be fluent in Mandarin or Cantonese. This role is critical in structuring credit solutions and managing client relationships, presenting a blend of operational support and...
-
Client Success Specialist
2 weeks ago
Vancouver, Canada Uber Full time**About the Role** As a Client Success Specialist, you will be responsible for maintaining and nurturing relationships with our clients, ensuring their satisfaction, and driving growth opportunities. You will utilize your expertise in market research, data analysis, and consulting to provide strategic insights and solutions tailored to our clients' needs....
-
Private Banker International Clients
1 week ago
Vancouver, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** We are currently seeking a Private Banker to join our International Clients Team serving Canadian non-residents (i.e. Canadian expats or those with strong connectivity to Canada living outside of the country) in the heart of downtown Toronto. You will be an accredited professional delivering the Black Card...
-
Private Client Adviser
4 weeks ago
Regina, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada TalentSphere Staffing Solutions Full timePrivate Client Adviser / Securities Specialist / Financial Planner Position: Private Client Adviser / Securities Specialist / Financial Planner Location: Saskatchewan - REMOTE Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth) Industry: Financial Services / Wealth Management Company Overview Our...
-
Fractional Private Equity Specialist
4 weeks ago
Vancouver, Canada destinationone Consulting Full timedestinationone Consulting is transforming the recruitment, executive search industry by innovating in a space that has remained unchanged for decades. As a consulting firm, we specialize in recruitment, executive search, and HR consulting, serving 8 impactful sectors across North America. Our mission is to redefine how organizations attract and retain talent...
-
Vancouver, Canada RBC Full timeA leading financial institution is seeking a Private Banking Associate to enhance client interactions and provide exceptional service. The ideal candidate will have 2–3 years of retail banking experience and be fluent in English, Mandarin, and Cantonese. This role involves meeting client needs and coordinating with product specialists to ensure...
