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Private Banking Advisor
RBC - Royal BankVaughan, ON- Promoted
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RBC - Royal BankVaughan, ONJob Summary
Job Description
What is the opportunity?
A key member of the client relationship team, the Private Banking Advisor is responsible for providing support, service, and advice to high net worth Private Banking clients through day-to-day interactions. You will support the high net worth client relationship team by delivering tailored advice and solutions to clients, by proactively and diligently enabling clients to digitally self-serve, by assisting in the acquisition of new high net worth households, and by deepening existing long-term relationships.
What will you do?
- Deliver high-end client experience and day-to-day banking advice to high net worth Canadians following all five principles of the Black Card Experience
- Proactively 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
- After proper discovery and analysis, deliver financial advice through the presentation of options with a recommendation that clearly articulates the value to the client
- Clearly outline to clients the expected steps of every process and keep them apprised of the status of their inquiry / request
- Inform clients of the various banking channel options available to them to make it convenient and easy to do business with RBC
- Work with clients' children to deliver financial literacy
What do you need to succeed?
Must-have
Nice-to-have
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.
Job Skills