Rbc
Finance / FinServ
TrustOfficer
“Trust Officer at Rbc. Skills: estate and trust solutions, client relationship management, fiduciary solutions. Handle estate, trust, and protection mandate accounts. Create an exceptional client experience by providing superior service and comprehensive fiduciary solutions that meet the needs and goals of clients”
What You'll Achieve.
achieve business results; identifying, growing, and retaining a long-term profitable high-net-worth (HNW) portfolio of clients; achieve peace of mind now and for the future; broadening of the client relationship to the next generation
Industry & Context.
efficient client problem resolution
What They're Looking For.
Must Have
Specialized knowledge of the provisions of the Civil Code of Québec related to estates and trusts, Demonstrated ability in managing complex family dynamics, the grieving process, and dealing with conflict, Ability to communicate with clients about general investment, estate, financial, trust, and taxation issues, including economic conditions, Bilingualism (English and French) required, Possess or working towards Trust and Estate Practitioner (TEP) designation
Nice to Have
Canadian Securities Course (CSC), General knowledge of RBC products and services, Solid foundation in values-based selling
What You'll Do.
and protection mandate accounts
Create an exceptional client experience by providing superior service and comprehensive fiduciary solutions that meet the needs and goals of clients
Develop proactive client contact strategies to ensure the broadening of the client relationship to the next generation and with RBC Wealth Management
Ensure client strategic objectives are known and reviewed
and a documented client action plan is set up customized to the client’s unique situation
Identify any referral opportunities to appropriate professionals across the RBC network
Ensure the process for obtaining new business is efficient and seamless for the client and their professional advisors
Demonstrate a commitment to taking ownership and accountability for efficient client problem resolution
Responsible for overall client relationship management and acting as the representative of the client portfolio
Assist and mentor team members in achieving their potential through effective coaching
and training and development activities
How You'll Work.
Team & Collaboration
partnership with the team; leveraging cross-selling opportunities; collaboration with existing and prospective clients and centres of influence; collaboration with appropriate professionals across the RBC network; collaboration with client's professional advisors; collaboration with team members
Communication Scope
Ability to communicate with clients about general investment, estate, financial, trust, and taxation issues, including economic conditions; communication and training and development activities
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