Private Banking Associate
Core
Develop sales and service solutions for private banking clients through direct interactions and act as the primary contact for new and existing client needs.
Role type
Private Banking Associate (Sales & Client Service)
Builds
Sales pipelines, client retention, and revenue growth for RBC Private Banking clients.
Domain
Financial Services / Private Banking
Deliverable
client delivery
Required skills
Client relationship management, sales solution development, transaction processing, wire transfers, investment renewals, data integrity documentation, MS Office proficiency
Preferred skills
Investment fundamentals, RBC products knowledge, IFIC/CSC certification
Technologies
Financial Literacy platform, Family Snapshot, Sales Pipeline
Responsibilities
Meet with new clients to outline support roles, coordinate sales and fulfillment with specialists, resolve client issues, advise Private Bankers on escalations, process daily transactions and renewals, maintain data integrity using technology tools.
Seniority
Mid-level, hands-on IC