Private Banker High Net Worth

Minimum of 5 years of experience in providing advice and solutions to high net worth clients
Thorough understanding of high net worth financial sales and client relationship management
Proven track record of sales success, business development, and effective relationship management in a team environment
Ability to work independently to problem solve, resolve complex/ambiguous issues and sensitive situations
Investment Funds in Canada (IFIC) designation or must be obtained within 3 months
Financial Planning designation (PFP) or must be obtained within 18 months
Mutual Fund Dealer – Dealing Representative License
An understanding of credit and financial planning fundamentals

Provide high-end relationship management and proactive advice to very high net worth households following all five principles of the Black Card Experience, delivering an exceptional client experience and building client loyalty
Put clients at the centre and bring the full power of RBC to them, introducing them to the right partner at the right time, such as a Wealth Management Advisor/Counsellor for long-term investment advice, or a Commercial Account Manager for a business relationship
Be present in the community to be relevant to existing and prospective clients, leading to the ability to provide proactive advice and solutions beyond the immediate needs
Build/maintain an external Centre of Influence and internal partner network aligned with your target market in order to acquire new clients
Introduce the Private Banking Associate and Private Banking Advisor teams as key advisors on managing day-to-day banking needs and Credit Structures team as credit experts for credit advice and solutions; support the teams by respecting and reinforcing role clarity to deliver on client needs
Represent RBC Private Banking by acting as an ambassador for the business