Private Banker, Ultra High Net Worth

RBC; Vancouver; On-site; CAD 80,000 - 150,000; Full time

Job summary

An established industry player is on the lookout for a Private Banker to cater to ultra-high net worth clients. This role emphasizes personalized service, wealth planning, and credit management. You will leverage your expertise to build strong client relationships and develop a robust local network. With a focus on delivering exceptional client experiences, you will collaborate with various RBC partners to provide tailored solutions. Join a dynamic team that values professional growth and aims to make a meaningful impact in the financial landscape.

Benefits

Comprehensive rewards including bonuses

Competitive salary

Stock options

Professional development opportunities

Dynamic team environment

Qualifications

• 5-10 years of experience with UHNW clients.
• Strong understanding of HNW financial sales.

Responsibilities

• Manage and advise UHNW clients on financial needs.
• Deliver exceptional client experiences and solutions.

Skills

Client Relationship Management

Financial Planning

Investment Funds Knowledge

Credit Solutions

Education

Investment Funds in Canada (IFIC) or CSC

Financial Planning (PFP) designation

Professional designations (e.g., FEA, MBA, LL.B., CFA, CPA)

Job description

Job Summary

Job Description

What is the opportunity?

We are seeking a Private Banker to manage and advise ultra-high net worth (UHNW) clients on complex financial needs. The role involves delivering exceptional, personalized service to UHNW clients virtually or in person, focusing on wealth planning, credit, cash management, and daily banking. The candidate will attract new UHNW clients by building a strong local network and deepen existing relationships through discovery and advice. They will represent RBC as a steward of UHNW clients, connecting clients with the right solutions, partners, and capabilities across RBC.

What will you do?

1. Lead with a growth mindset, focusing on profitable growth through new household acquisition and delivering exceptional client experiences.
2. Provide high-end relationship management and proactive advice to UHNW households to build loyalty.
3. Deliver client-centric solutions by introducing clients to the appropriate RBC partners, such as Wealth Management Advisors or Business Financial Services.
4. Engage with the community to stay relevant to existing and prospective clients, enabling proactive advice beyond immediate needs.
5. Build and maintain relationships with external Centres of Influence and internal partners to acquire new clients and grow the portfolio.
6. Introduce clients to the Client Relationship Team, including Private Banking Associates and Advisors, and Credit Structures team for credit advice and solutions, supporting a team approach to client needs.
7. Represent Private Banking as an RBC ambassador.

What do you need to succeed?

Must Have

• 5-10 years of experience advising and providing solutions to Very High Net Worth clients (personal and business).
• Thorough understanding of HNW financial sales and client relationship management.
• Investment Funds in Canada (IFIC) or CSC and Financial Planning (PFP) designation.

Nice to have

• Professional designations (e.g., FEA, MBA, LL.B., CFA, CPA).
• Experience with complex credit.

What’s in it for you?

We foster growth, innovation, and collaboration to deliver trusted advice, helping clients thrive and communities prosper. We value diversity, support professional development, and aim for mutual success.

• Comprehensive rewards including bonuses, benefits, competitive salary, commissions, and stock options.
• Opportunity to make a meaningful impact.
• Work in a dynamic, collaborative, high-performing team.
• Build close client relationships.

Job Skills

Additional Job Details

Address: VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W, VANCOUVER

City: VANCOUVER

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-05-07

Application Deadline: 2025-05-22

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

RBC promotes an inclusive workplace with diverse perspectives, fostering support, collaboration, innovation, and professional growth. We are committed to respect, belonging, and opportunity for all.

Join our Talent Community

Stay informed about RBC career opportunities by signing up for updates on jobs, tips, and recruitment events at jobs.rbc.com.