Private Banker
Core
Deliver the Black Card Experience to high net worth Canadians through wealth planning, credit, cash management, and day-to-day banking.
Role type
Private Banker (senior IC relationship manager)
Builds
Client relationships and new client acquisition for RBC Private Banking
Domain
Financial Services / Private Banking
Deliverable
client delivery
Required skills
high-end relationship management, proactive advice, sales success, business development, credit fundamentals, financial planning
Preferred skills
Commercial Financial Services experience, CFA, CPA, MBA, LL.B., FEA
Technologies
Investment Funds in Canada (IFIC), Financial Planning (PFP), Mutual Fund Dealer License
Responsibilities
Provide high-end relationship management and proactive advice to high net worth households, build/maintain external Centre of Influence and internal partner network, introduce clients to specialized teams (Wealth Management, Credit Structures), represent RBC Private Banking as an ambassador
Seniority
Mid-Senior, hands-on IC