Rbc
Financial Services
PrivateBanker
Neural analysis suggests this role is
optimal for Mid+ candidates.
“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.
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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