Rbc
Financial Services
PrivateBankingAdvisorIntern
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optimal for Entry candidates.
“Private Banking Advisor Intern at Rbc. Skills: Client Relationship Management, Financial Advice, Business Development. 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”
What You'll Achieve.
Prepare you for alignment with a specific Client Relationship Team (CRT) upon successful completion; Gain practical experience in Private Banking; Develop the skills needed to excel in a client-focused environment; Deliver high-end client experience; Proactively contribute to business development; Deliver financial advice with a recommendation that clearly articulates the value to the client; Make it convenient and easy to do business with RBC; Deliver financial literacy to clients' children
Industry & Context.
Problem solving and analytical skills
What They're Looking For.
Must Have
Superior client relationship management skills, Exceptional oral and written communication skills, Successful completion of the Investment Funds in Canada course (IFC) and/or the Canadian Securities Course (CSC), A minimum of two years of relevant financial services industry experience, preferably with high net worth clients, Meticulous attention to detail and organizational skills, Ability to work in a fast-paced team environment, Proactive approach mindset, Ability identifying opportunities and cultivate deep discovery with clients, Successful completion of the Personal Financial Services Advice (PFSA) course
Nice to Have
Solid understanding of RBC’s complex day-to-day banking products, services, and digital solutions, Good understanding of investment fundamentals and cash management principles, University degree in Finance or related field, problem solving and analytical skills
What You'll 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
How You'll Work.
Team & Collaboration
Alignment with a specific Client Relationship Team (CRT); Weekly planning/strategy sessions; Work in a fast-paced team environment; Collaborative, progressive, and high-performing team
Communication Scope
Exceptional oral and written communication skills; Clearly outline to clients the expected steps of every process; Keep them apprised of the status of their inquiry/request
Full Job Description
**_Job Description_** **What is the opportunity?** As a **PB Advisor Intern** , you will embark on a hands-on learning journey to understand the role of a Private Banking Advisor and the intricacies of our business. This temporary internship is designed to prepare you for alignment with a specific Client Relationship Team (CRT) upon successful completion. This role is ideal for someone eager to gain practical experience in Private Banking while developing the skills needed to excel in a client-focused environment. **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 * Successful completion of the Investment Funds in Canada course (IFC) and/or the Canadian Securities Course (CSC) * A minimum of two years of relevant financial services industry experience, preferably with high net worth clients * Meticulous attention to detail and strong organizational skills * Ability to work in a fast-paced team environment * Proactive approach mindset * Ability to identifying opportu
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