Private Banking Associate

Job title: Private Banking Associate

Company: Royal Bank of Canada


Job description: Job SummaryJob DescriptionWhat is the opportunity?As a key member of the client relationship team, the Private Banking Associate – International Private Banking is responsible for developing sales and service solutions through regular client interactions. You will also be responsible for direct support to the RBC Private Banking Clients with all activities.Please note: This is a 1 year contract for maternity leave coverage.All internal applicants must have support from their Reporting Manager before applying for this role.What will you do?

• As Private Banking Associate, you will 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
• You will act as primary contact for new and existing client’s needs, coordinating sales and fulfillment with product and service specialists
• As one who thrives on finding the solution, you will ensure problems are resolved to the client’s satisfaction, and you will advise the Private Banker of potential escalation/major issues.
• As a sales and client service professional, you will maximize opportunities with clients to enhance retention, revenue growth and referrals
• You will also 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
• Using your technological knowledge, you will also 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.
• As part of the International Private Banking Team, you may be required to work out of our Marine Gateway (South Vancouver) or Downtown Vancouver

What do you need to succeed?
Must-have

• 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

Nice-to-have

• 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

What’s in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities

Job Skills Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales ActivitiesAdditional Job DetailsAddress: VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVERCity: VANCOUVERCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: Contract (Fixed Term)Pay Type: SalariedPosted Date: 2025-01-15Application Deadline: 2025-02-08Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at .

Expected salary:

Location: Vancouver, BC

Job date: Fri, 17 Jan 2025 04:12:52 GMT

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