Relationship Manager Private Banking
Core
Deliver the Black Card Experience to High Net Worth clients by providing investment planning, credit, cash management, and day-to-day banking solutions.
Role type
Private Banking Relationship Manager
Builds
Everyday banking and credit solutions for High Net Worth and Investment clients
Domain
Financial Services / Private Banking
Deliverable
client delivery
Required skills
High Net Worth client management, banking and credit advice, portfolio quality management, compliance, network building, product knowledge (retail banking/credit)
Preferred skills
Relationship building across organizational levels, organizational skills
Technologies
RBC retail products platform
Responsibilities
Bring new clients to RBC by building a local network, deepen existing client relationships through discovery and advice, collaborate with partners to facilitate client introductions, ensure portfolio quality and compliance
Seniority
Mid-level (3+ years experience)