Private Banking Associate

RBC • Vancouver, BC

8d • Hybrid

About The Position

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.

Requirements

• A minimum of 2-3 years retail banking experience
• Strong working knowledge of MS Office
• Proven client service skills
• Excellent organizational skills
• Must be fluent in English, and/or Mandarin and Cantonese

Nice To Haves

• 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

Responsibilities

• Meet with all new clients and outline how the PBA role provides support as part of the relationship team
• 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
• 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 our Marine Gateway (South Vancouver) or Downtown Vancouver

Benefits

• Competitive compensation
• Flexible benefits
• Leaders who support your development through coaching and managing opportunities
• Opportunities to do challenging work
• Opportunities to building close relationships with clients

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree