Private Banker, Ultra-High Net Worth Clients

RBC; Calgary; On-site; CAD 80,000 - 120,000; Full time

Job summary

RBC is seeking a Private Banker to manage ultra-high net worth clients by delivering personalized financial advice and solutions. The role focuses on building strong client relationships while enhancing wealth planning and banking services, requiring 5-10 years of relevant experience and strong community engagement.

Qualifications

• 5-10 years of experience with UHNW clients.
• Thorough understanding of HNW financial sales.
• Minimum IFIC or CSC.

Responsibilities

• Manage relationships and provide advice for UHNW clients.
• Build and deepen client relationships and loyalty.
• Lead community involvement to attract new clients.

Skills

Relationship Management

Financial Advisory

Client Centricity

Education

Financial Planning designation (PFP)

Investment Funds in Canada (IFC)

Professional designations (e.g. MBA, CFA, CPA)

Job description

Job Summary

Job Description

We are currently seeking a Private Banker who will expertly relationship manage and advise the complex financial needs of ultra-high net worth (UHNW) clients. As an accredited professional delivering an exceptional and personal client experience to UHNW clients, meeting in person or virtually according to client preference, focused on Private Banking’s core value proposition of wealth planning, credit, cash management and day-to-day banking. The candidate will be responsible for bringing new UHNW clients to RBC by building a strong network in the local community while growing and deepening existing client relationships through discovery and advice. You will also be focused on winning as One RBC and a steward of UHNW clients. You bring the best of RBC to clients, their networks and families. You will introduce clients to the right solutions, partners and capabilities at the right time, to help meet client needs both within Private Banking and across RBC.

What will you do?

• Lead with a growth mindset, focusing on what’s possible to ensure profitable growth through new household acquisition and deliver an exceptional and personal client experience.

• Provide high-end relationship management and proactive advice to UHNW households delivering an exceptional client experience and building client loyalty
• Deliver client centricity by bringing the full power of RBC by introducing them to the right partner at the right time, such as a Wealth Management Advisor/Counsellor for long-term investment advice, or a Commercial Account Manager for a business relationship
• Be present in the community in order to be relevant to existing and prospective clients, leading to the ability to provide proactive advice and solutions beyond the immediate needs
• Build/maintain an external Centre of Influence and internal partner network aligned with the UHNW market in order to acquire new clients and build a portfolio
• Introduce your Client Relationship Team: the Private Banking Associate and Private Banking Advisor teams as key advisors on managing day-to-day banking needs and Credit Structures team including both the Manager Credit Structures and Director Credit Structure as credit experts for credit advice and solutions; support the teams by leading and reinforcing a team approach to deliver on client needs
• Represent Private Banking by acting as an ambassador for RBC and the business

What do you need to succeed?

Must Have

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

Nice to have

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

Job Skills

Additional Job Details

Address:

335 8 AVE SW:CALGARY

City:

CALGARY

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-06-18

Application Deadline:

2025-07-02

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

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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