Director,SeniorPortfolioSpecialist

**_Job Description_** **What is the opportunity?** As the Director, Senior Portfolio Specialist, you will prepare and implement discretionary investment strategies for clients, based on thorough analysis of their existing wealth, portfolios and their risk appetite, in accordance with relevant regulatory and compliance requirements. **What will you do?** * Work with Relationship Managers on discretionary accounts, and responsible for developing bespoke discretionary investment solutions by translating high level house views into individual class investment allocations in Cash, Fixed Income, Equity, and Non-Traditional Asset Classes. * Work alongside Relationship Managers to attend client meetings to support acquisition of new discretionary prospects, and increase AUM of existing discretionary clients. * Conduct portfolio reviews and suggest discretionary mandate adjustments that could help our client to achieve performances objectives or manage their risks better. * Support discretionary sales efforts from our sales and product specialists team during RFP, sales meetings or sessions with existing discretionary clients or partners. * Working with ISP team and within RBC internal policies to generate discretionary ideas consistent with RBC research or approved research providers. * Contribute to a sharing culture of investment knowledge and expertise with internal sales force. * Maintain a high level of risk and compliance checks on the different stages of the suitability process and the behavior of the discretionary portfolios. * Support promotion of full range of RBC products and solutions e.g. advisory mandate portfolios * Actively contribute towards the growth and retention of the Bank’s AUM. * Adhere to Bank’s policies and procedures thereby protecting the business from financial and reputational risk, by acting as a key escalating point in such cases. * Co-ordinate with different teams to enhance productivity and advance governance. **What do you need to succeed?