Rbc Private Banker Calgary
Royal Bank of Canada
RBC seeks a Private Banker in Calgary to deliver wealth planning, credit, cash management, and day-to-day banking advice. Serve high net worth Canadians through relationship management.This accredited professional builds new client relationships and deepens existing ones through discovery and advice. The position connects clients with Wealth Management Advisors, Commercial Account Managers, and other RBC capabilities. Success requires credit knowledge, financial planning fundamentals, sales development, and effective relationship management.Key Responsibilities:
Deliver the Black Card Experience to high net worth householdsProvide proactive advice across wealth planning and credit needsBuild local networks to acquire new private banking clientsDeepen relationships through discovery, advice, and exceptional serviceIntroduce clients to appropriate RBC partners and solutionsRequirements:
Five years' client relationship experience providing advice and solutionsUnderstanding of credit and financial planning fundamentalsProven sales success and business development experienceIFIC, PFP or CFP designations and mutual fund licenseAbility to resolve complex issues and sensitive situations independentlyApply relationship management, financial planning, and credit expertise as an RBC Private Banker serving Calgary clients.
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Deliver the Black Card Experience to high net worth householdsProvide proactive advice across wealth planning and credit needsBuild local networks to acquire new private banking clientsDeepen relationships through discovery, advice, and exceptional serviceIntroduce clients to appropriate RBC partners and solutionsRequirements:
Five years' client relationship experience providing advice and solutionsUnderstanding of credit and financial planning fundamentalsProven sales success and business development experienceIFIC, PFP or CFP designations and mutual fund licenseAbility to resolve complex issues and sensitive situations independentlyApply relationship management, financial planning, and credit expertise as an RBC Private Banker serving Calgary clients.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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