Elite Private Banking Advisor for High-Net-Worth Clients

RBC; Township of Langley; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution is seeking a Private Banking Advisor in Langley, Canada, to deliver high-end client experiences and foster relationships with high net worth clients. You will engage in business development, conduct banking reviews, and provide tailored financial solutions. Key qualifications include strong client relationship management skills and relevant financial services experience. The position offers a full-time schedule and competitive compensation within a collaborative team environment.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Competitive compensation

Opportunities for professional development

Qualifications

• Minimum of two years of relevant financial services industry experience, preferably with high net worth clients.
• Ability to identify opportunities and cultivate deep discovery with clients.
• Solid understanding of RBC’s banking products and services.

Responsibilities

• Deliver high-end client experience and day-to-day banking advice to high net worth Canadians.
• Conduct comprehensive banking reviews with all new households and existing clients.
• Clearly outline to clients the expected steps of every process.

Skills

Superior client relationship management skills

Exceptional oral and written communication skills

Strong problem solving and analytical skills

Ability to work in a fast-paced team environment

Meticulous attention to detail

Education

Successful completion of the Investment Funds in Canada course (IFC)

Successful completion of the Canadian Securities Course (CSC)

Successful completion of the Personal Financial Services Advice (PFSA) course

University degree in Finance or related field

Job description

A leading financial institution is seeking a Private Banking Advisor in Langley, Canada, to deliver high-end client experiences and foster relationships with high net worth clients. You will engage in business development, conduct banking reviews, and provide tailored financial solutions. Key qualifications include strong client relationship management skills and relevant financial services experience. The position offers a full-time schedule and competitive compensation within a collaborative team environment.