Rbc
Financial Services
GroupAdvantage,RelationshipManager
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Group Advantage, Relationship Manager at Rbc. Skills: Relationship Management, Sales, Client Retention, Cross-selling, Retirement Savings Products Expertise. Retention and growth of assigned commercial and corporate clients (Sponsors) of RBC’s Group Advantage business within the London Market. Building long term profitable relationships with Sponsors”
Industry & Context.
Proven time management, organizational and problem solving skills
Willingness to travel 40-50% of the time, Mobile within the London Market, Ability to work independently in a structured environment, Remote Office Employee (ROE), Meet the technological and confidentiality requirements of the role (i. e. , private and quiet space, Internet connectivity, etc. )
What They're Looking For.
Must Have
Designation as a Retirement Plans Associate (RPA) and/or Certified Employee Benefit Specialist (CEBS) through the International Foundation of Employee Benefit Plans or be willing to complete the necessary courses to achieve the RPA designation within 18 months of start date, Deep knowledge of Employee Benefits, Group RRSP Plans, Group Investment Accounts and group client agreements and documents for client set up, Highly polished sales and relationship building skills to guide discovery, negotiation and closing interactions with corporate clients, Ability to work with senior management within Sponsor companies to promote and sell new plans, as well as design and customize Group Advantage plans to meet their expectations, Excellent verbal and written communication skills to make proposals and deliver presentations at all levels of the sponsor organization and inside RBC, Willingness to travel 40-50% of the time and mobile within the London Market, Ability to work independently in a structured environment, as a Remote Office Employee (ROE), working in your home office with proven time management, organizational and problem solving skills & must be able to meet with the technological and confidentiality requirements of the role (i. e. , private and quiet space, Internet connectivity, etc. )
Nice to Have
Confidence and ability to conduct onsite information sessions for Sponsor’s employees, Knowledge of group plan tools, learning resources, policies, marketing resources, knowledge of external market and competitive offers
What You'll Do.
Retention and growth of assigned commercial and corporate clients (Sponsors) of RBC’s Group Advantage business within the London Market
Building long term profitable relationships with Sponsors
Providing expert advice about the business’ full range of products
Proactively identifying cross-sell opportunities
Manage existing Sponsor relationships
Refer clients to the other RBC channels
Act as integrator and champion of Group Advantage products within market sales teams
Conduct an Annual Review with the Sponsors
Maintain expertise in industry trends
regulations and competitive environment
Build and cultivate a network of internal partners across Canadian Personal and Commercial Banking and Wealth Management
Organize and participate in community and corporate events
Organize information sessions for Sponsor’s employees
Work in partnership with the Group Consultant to execute program launch events for Sponsors
How You'll Work.
Team & Collaboration
Act as integrator and champion of Group Advantage products within market sales teams (e. g. Career Sales Force, Branch teams, Regional Vice President); Build and cultivate a network of internal partners across Canadian Personal and Commercial Banking and Wealth Management; Work in partnership with the Group Consultant to execute program launch events for Sponsors
Communication Scope
Excellent verbal and written communication skills; Make proposals; Deliver presentations at all levels of the sponsor organization and inside RBC
Full Job Description
**_Job Description_** **What is the opportunity?** Group Advantage is a comprehensive business at RBC that offers a variety of retirement savings products including Group RRSP’s, Deferred Profit Sharing Plans, and Pooled Retirement Pension Plans that are combined with expert advice and delivered in the convenience of the workplace. You are a mobile sales professional responsible for the retention and growth of assigned commercial and corporate clients (Sponsors) of RBC’s Group Advantage business within the London Market**.** You love the challenge of building long term profitable relationships with these “Sponsors”, providing expert advice about your business’ full range of products and for proactively identifying cross-sell opportunities. This is an important role to all RBC business platforms and offers a variable compensation plan. **What will you do?** * Manage existing Sponsor relationships and refer clients to the other RBC channels to ensure they benefit from a full range of solutions * Act as integrator and champion of Group Advantage products within market sales teams (e.g. Career Sales Force, Branch teams, Regional Vice President) * Conduct an Annual Review with the Sponsors to ensure their current program aligns with their unique needs and future goals and documents the changes * Maintain expertise in industry trends, regulations and competitive environment to ensure clients are receiving advice tailored to their needs * Build and cultivate a strong network of internal partners across Canadian Personal and Commercial Banking and Wealth Management * Organize and participate in community and corporate events to build awareness of Group Advantage * Organize information sessions for Sponsor’s employees to build support and increase participation rates * Work in partnership with the Group Consultant to execute program launch events for Sponsors **What do you need to succeed?** **Must-have** * Designation as a Retirement Plans Associate (RPA) and/or Certified E
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