Description
As a key member of the client relationship team, the Private Banking Associate in the International Private Banking team 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.
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
Requirements
- A minimum of 2-3 years retail banking experience
- Strong working knowledge of MS Office
- Proven client service skills
- Excellent organizational skills
- Fluency in English, Mandarin and Cantonese
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
Benefits
- 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
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