Private Banker – VHNW/UHNW Clients
RBC · George Town
Job description
About the role
RBC is looking for a trusted strategic Private Banker to meet the complex financial needs of Very High Net Worth (VHNW) and Ultra High Net Worth (UHNW) clients. As an accredited professional, you will deliver the Black Card Experience, covering wealth and investment planning, credit, cash management and day-to-day banking. You will bring new VHNW and UHNW clients to RBC by building a strong local network and deepen existing relationships through discovery and advice, introducing clients to the right solutions, partners and capabilities across RBC.
Key responsibilities
- Steer and grow VHNW and UHNW client relationships with strategic relationship management and proactive advice, following the five principles of the Black Card Experience.
- Advocate for the client and act as a steward of enterprise resources, bringing in RBC's Investments and Wealth Management for long-term investment advice or Commercial Banking for business relationships.
- Acquire new relationships through a strong local network and deepen existing ones through discovery and advice.
- Ensure portfolio quality and compliance.
- Lead the client relationship team, introducing the Private Banking Associate and Manager Credit Structures as key partners and acting as the credit expert for credit advice and solutions.
Required profile
- 5 to 7 years of experience advising high-net-worth clients on credit solutions in personal and commercial banking.
- University degree in business, finance, banking or equivalent.
- IFIC completed or able to complete within 12 months.
- CFA, CPA, Master's degree, LL.B. or Family Enterprise Advisor designation.
- Nice to have: Wealth Management Essential or CIWM certification.
Required skills
- Excellent written and verbal communication and client relationship management.
- Strong negotiation and influence skills.
- Thorough understanding of high-net-worth financial sales and client relationship management.
What we offer
- Total rewards program including bonuses and flexible benefits.
- Leadership coaching and development opportunities.
- A dynamic, collaborative, high-performing team and challenging work.
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Published 3 hours ago
Expires 1 month from now
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RBC
George Town
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