Elite Private Banking Advisor for High-Net-Worth Clients

Royal Bank of Canada; Ottawa; On-site; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Total Rewards Program

Bonuses and flexible benefits

Stock where applicable

Coaching and development opportunities

Job summary

Royal Bank of Canada is seeking a Private Banking Advisor to be a key member of the client relationship team. You will provide tailored advice and high-touch service to high net worth clients through day-to-day interactions, helping them digitally self-serve and deepen relationships.

In this role you will conduct comprehensive reviews, present options with clear value, and guide clients through banking channels.

Qualifications

• Minimum two years of relevant financial services experience, preferably with high net worth clients.
• Excellent English communication, both spoken and written.
• Completion of IFC/CSC and PFSA or 0700 course, or willingness to complete within one year.
• Strong attention to detail and organizational skills.

Responsibilities

• 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.

Skills

Client relationship management

Communication (oral & written) in Eng

Attention to detail

Organizational skills

Financial services experience (2+ yrs)

Education

Finance degree (or related field)

Job description

Royal Bank of Canada is seeking a Private Banking Advisor to be a key member of the client relationship team. You will provide tailored advice and high-touch service to high net worth clients through day-to-day interactions, helping them digitally self-serve and deepen relationships.

In this role you will conduct comprehensive reviews, present options with clear value, and guide clients through banking channels.