Private Banking Associate – International Private Banking
| Company | Royal Bank of Canada |
|---|---|
| Location | Vancouver, BC, Canada |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level |
Requirements
- A minimum of 2-3 years retail banking experience
- Language Skill: Must be fluent in English, Mandarin and Cantonese
- Strong working knowledge of MS Office
- Proven client service skills
- Excellent prioritization and organizational skills
- Support from your Manager to apply to this role
- May be based out of the Marine Gateway (South Vancouver) or Downtown Vancouver Office
Responsibilities
- Meet with all new clients and outline how the PBA role provides support to Private Banker and provides superior client experience to HNW IPB clients
- Act as primary contact for new and existing client’s needs, coordinating sales and fulfillment with product and service specialists
- Ensure problems are resolved to the client’s satisfaction, and advise the Private Banker of potential escalation/major issues
- Maximize opportunities with clients to enhance retention, revenue growth and referrals
- Assist the client with any requests they may have, for example processing daily transactions, wire transfers and daily term investment renewals in a timely manner
- Maximize the use of technology (Financial Literacy, Family Snapshot, Sales Pipeline, etc.) to maintain data integrity, documenting all relevant client sales and service contacts and results
- May be required to work out of Marine Gateway (South Vancouver) or Downtown Vancouver
Preferred Qualifications
- Completion of IFIC and /or CSC
- Post-secondary education in Commerce or Business Administration
- Basic understanding of investment fundamentals and thorough understanding of RBC products and services