NeverHard
Private Banking Advisor at Royal Bank of Canada — NeverHard
Private Banking Advisor at Royal Bank of Canada in Victoria, Capital. View salary, required skills, and apply on NeverHard.
- Company
- Royal Bank of Canada
- Location
- Victoria, Capital
- Type
- full_time
Job Description
What is the opportunity?
A key member of the client relationship team, the Private Banking Advisor is responsible for providing support, service, and advice to high net worth Private Banking clients through day-to-day interactions. You will support the high net worth client relationship team by delivering tailored advice and solutions to clients, by proactively and diligently enabling clients to digitally self-serve, by assisting in the acquisition of new high net worth households, and by deepening existing long-term relationships.
What will you do?
Deliver high-end client experience and day-to-day banking advice to high net worth Canadians following all five principles of the Black Card Experience
Proactively contribute to business development by creating ideas in weekly planning/strategy sessions with follow-up and execution of planned activities
Conduct comprehensive banking reviews with all new households and with existing clients as appropriate
After proper discovery and analysis, deliver financial advice through the presentation of options with a recommendation that clearly articulates the value to the client
Clearly outline to clients the expected steps of ev
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