PrivateBankingAdvisor

**_Job Description_** ** _Please Note_** : This is an opportunity for candidate to express their interest in current and future Private Banking Advisor positions across the Ontario North East region. **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** * Superior client relationship management skills * Exceptional oral and written communication skills in English * Successful completion of the Investment Funds in Canada course (IFC) and/or the Canadian Securities Course (CSC) * Successful completion of the Personal Financial Services Ad