Private Banking Associate (International Private Banking)
Core
Develop sales and service solutions for RBC Private Banking clients through direct client interactions and support.
Role type
Private Banking Associate (Client Service & Sales Support)
Builds
Client relationships, sales pipelines, and service fulfillment for high-net-worth individuals.
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Client service, sales activities, problem solving, MS Office, English, Mandarin, Cantonese
Preferred skills
Investment fundamentals, RBC products knowledge, IFIC/CSC certification
Technologies
Financial Literacy, Family Snapshot, Sales Pipeline
Responsibilities
Meet with new clients to outline support role; act as primary contact for client needs; coordinate sales and fulfillment with specialists; resolve client issues and advise Private Bankers on escalations; process transactions, wire transfers, and investment renewals; maintain data integrity using technology tools.
Seniority
Mid-level, hands-on IC