Senior Relationship Manager - Royal Distinction
Core
Provide expert support and retain High Net Worth/Ultra High Net Worth clients with complex needs through a white glove service experience.
Role type
Senior Relationship Manager (Wealth Management)
Builds
Client retention, asset growth, and new business acquisition for RBC Direct Investing's highest value portfolio.
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, business development, sales forecasting, negotiation, CRM strategies, long-term planning, investment industry knowledge, regulatory compliance
Preferred skills
Derivatives knowledge, options licensing, wealth management practices, risk management
Technologies
RBC DI online platform
Responsibilities
Accountable for retention and asset growth of assigned high-value client portfolio; deliver client seminars and knowledge sessions; cultivate Centre of Influence (COI) networks to win new business; collaborate with Private Banking and Business Financial Services partners.
Seniority
Senior, hands-on IC