Rbc

Financial Services

PrivateBanker

CA$95–145k ~AI est. Montréal, Quebec, Canada FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Private Banker at Rbc. Skills: Wealth management, Credit solutions, Relationship sales. Establish new relationships. Grow existing high net worth clients”

What You'll Achieve.

Profitable growth; New household acquisition; Revenue growth

Industry & Context.

Financial Services
Problems you'll solve

Problem solve independently; Resolve complex issues; Resolve sensitive situations

What They're Looking For.

Must Have

5 years client relationship management, Understanding of credit fundamentals, Understanding of financial planning fundamentals, Proven track record in relationship sales, Proven track record in business development, Proven track record in relationship management, Ability to work independently, Investment Funds in Canada (IFC) or obtain within 3 months, Financial Planner diploma (IQPF) or obtain within 18 months, Fluency in French, Fluency in English

Nice to Have

Commercial banking experience, Corporate banking experience, Direct financial planning experience, People management experience, MBA, CFA, CPA, FEA

What You'll Do.

Establish new relationships

Grow existing high net worth clients

Execute integrated wealth management advice

Execute integrated wealth management planning

Execute sophisticated credit solutions

Execute complex banking solutions

Execute complex cash management solutions

Lead with a growth mindset

Ensure profitable growth

Acquire new households

Deliver exceptional client experience

Deliver personal client experience

Introduce Client Relationship Team

Introduce Private Banking Advisor teams

Introduce Associate teams

Introduce Credit Structures team

Reinforce team approach

Establish individual plan

Achieve performance targets

Achieve revenue growth targets

Achieve new household acquisition targets

Execute client discovery activities

Leverage network to build portfolio

Leverage network to build pipeline

Maintain quality client portfolio

Conduct portfolio reviews

Identify new business

Generate revenue streams

Develop end-to-end solutions

Structure end-to-end solutions

Apply financial planning knowledge

Apply financial planning understanding

Partner with investment professionals

Partner with wealth planning professionals

Assess credit strategies

Execute credit strategies

Take ownership of client problem resolution

Source answers for clients

Leverage expertise across RBC

Ensure skill sets are updated

Ensure accreditation is updated

Keep abreast of industry developments

Meet client advice needs

Adhere strictly to policies

Adhere strictly to procedures

How You'll Work.

Team & Collaboration

Client Relationship Team; Credit Structures team; RBC investment professionals; RBC wealth planning professionals

Full Job Description

**_Job Description_** **What is the opportunity?** We are looking for a Private Banker with entrepreneurial drive to join our dynamic and growing team. You will be responsible for establishing new relationships within your target market and for the growth of existing high net worth clients using a personalized and confidential approach to execute integrated wealth management advice and planning, sophisticated credit solutions, complex banking, and cash management solutions. As Canada’s Top Private Bank, we excel in providing service over and above any other private bank. **What will you do?** * Lead with a growth mindset, focusing on what’s possible to ensure profitable growth through new household acquisition and delivering an exceptional and personal client experience * Introduce your Client Relationship Team: the Private Banking Advisor and Associate teams as key advisors on managing day-to-day banking needs and the Credit Structures team as key specialists for credit advice and solutions; support the teams by leading and reinforcing a team approach to deliver on client needs * Establish an individual plan towards achieving performance targets for revenue growth, acquiring new qualifying households, while executing client discovery activities that reflect the expertise, skill sets, and professionalism expected of your role and position * A self-starter, you work independently to leverage your network (internal and external) to build a portfolio of clients and pipeline of prospects, while working with your team to maintain a quality client portfolio, conducting frequent reviews of the portfolio to identify new business and generate strong revenue streams * Proactive in developing and structuring end-to-end solutions to address client needs by effectively applying your knowledge and understanding of financial planning principles partnering closely with RBC investment and wealth planning professionals * Assess and execute credit strategies as part of an integrated a

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