Private Banking Advisor
Core
Provide tailored financial advice, banking solutions, and support to high net worth clients, including conducting banking reviews and delivering financial literacy to clients' children.
Role type
Private Banking Advisor (IC)
Builds
Tailored financial advice and banking solutions for high net worth households
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, Financial advice delivery, Banking review execution, Financial literacy education, Business development, Process management
Preferred skills
Investment fundamentals, Cash management principles, RBC digital solutions knowledge, Problem solving, Analytical skills
Technologies
RBC digital solutions
Responsibilities
Deliver high-end client experience and banking advice, Conduct comprehensive banking reviews, Present financial options with recommendations, Inform clients of banking channel options, Work with clients' children on financial literacy, Contribute to business development via planning sessions