Private Banking Advisor, Ultra High Net Worth Clients

Job Summary

Job Description

What is the opportunity?

As a key member of the UHNW Client Relationship Team, the Private Banking Advisor partners with the Private Banker to bring to life our commitment to best-in-class advice and service to our clients. You will also partner with the Private Banker to ensure we communicate by the means they desire, understand their goals and circumstances, and ensure they see value in our advice and service.

What will you do?

Key member of the client relationship team responsible for providing support, service, and advice through day-to-day client interactions with UHNW Private Banking clients while proactively and diligently enabling clients to digitally self-serve.

• You will employ strong communication to engage clients and build relationships.
• Support the UHNW client relationship team’s activities in acquiring new high net worth (UHNW) households and in deepening existing long-term relationships.
• As Private Banking Advisor, you will meet with all new Private Banking clients and outline how you will provide support as part of the client relationship team.
• Identify new and existing client needs to deepen client relationships and provide customized advice.
• Partner with the Private Banker to prepare for client meetings and lead client meetings focused on day-to-day banking advice.
• Deliver financial literacy education to Private Banking clients and their families.
• Use critical thinking, business knowledge, and partner collaboration to resolve complex client issues.
• Proactively educate and enable clients to engage with RBC through the channel of their choice.

What do you need to succeed?

Must have

• Ability to articulate and convey clear communication in both written and verbal forms, delivering an elevated client experience.
• Team player who thrives on working and collaborating with others.
• Proven ability to deliver an elevated client experience.
• Excellent organizational skills with proven abilities to multi-task and work under pressure.
• Ability to be agile, embrace change, and adopt digital technology.
• Completion of IFIC and/or CSC.
• Completion of CSI Personal Financial Services Advice course or commitment to complete within 12 months.
• Basic understanding of investment fundamentals and thorough understanding of RBC products and services.

Nice to have

• Degree/Diploma post-secondary education.
• Previous customer service/banking experience.

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• Opportunity to be part of an environment that encourages personal and professional growth.
• Be part of a dynamic, collaborative, progressive, and high-performing team.
• Flexible work/life balance options.
• Access to a variety of job opportunities across business and geographies.
• Ability to develop strong relationships with affluent clientele.
• Ability to make a difference and lasting impact on the financial well-being of our clients.
• Opportunities to be challenged with the complexities of high-value client needs.

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: 2025-04-15

Application Deadline: 2025-04-26

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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