High Net Worth Banking Advisor Vancouver
0000050007 Royal Bank of Canada
Elevate relationships with high net worth clients as a Private Banking Advisor at RBC in Vancouver. Deliver exceptional client service, financial advice, and tailored banking solutions every day. As a key member of RBC’s client relationship team, you will provide personalized support and advice to high net worth individuals. Your role involves enabling clients to self-serve digitally while assisting in acquiring new clients and deepening existing relationships. This position emphasizes delivering high-end experiences by adhering to the five principles of the Black Card Experience. Key Responsibilities:
• Provide day-to-day banking advice to high net worth Canadians
• Conduct comprehensive banking reviews for new and existing clients
• Deliver financial advice with clear recommendations
• Communicate process steps and keep clients informed
• Support financial literacy for clients' children Requirements:
• Minimum two years in financial services with high net worth clients
• Must have completed IFC and/or CSC
• Detail-oriented with strong organizational skills
• Understanding of RBC’s products and digital solutions
• Willingness to complete financial services courses Drive client satisfaction and deliver advice that enhances RBC’s high net worth service.
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Vacancy posted more than 2 months ago
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