Direct Investing Senior Relationship Manager - Royal Distinction

Royal Bank of Canada

Ottawa, Canada
Base: not specified; bonus/equity: bonuses + commi...
Client service and relationship management
Asset growth and portfolio retention
Collaboration with internal banking partners
At RBC Direct Investing, Senior Relationship Managers provide expert support to high net worth clients with complex needs while being supported by a team committed to growth and development

Job Summary

  • At RBC Direct Investing, Senior Relationship Managers provide expert support to high net worth clients with complex needs while being supported by a team committed to growth and development.
  • The role involves accountability for retention and asset growth of high value client portfolios, delivering exceptional service and collaborating with RBC Private Banking and Business Financial Services.
  • Employees benefit from a comprehensive Total Rewards Program including bonuses, flexible benefits, fair compensation, commissions, stock options, and leadership coaching.

Matching Summary

At RBC Direct Investing, Senior Relationship Managers provide expert support to high net worth clients with complex needs while being supported by a team committed to growth and development.

Salary

Base: Not specified; Bonus/Equity: Bonuses and commissions applicable; Benefits: Flexible benefits and stock where applicable

Skills & Requirements

Must-have

  • Client service and relationship management
  • Asset growth and portfolio retention
  • Collaboration with internal banking partners
  • Client engagement and seminar delivery
  • Market growth and business development
  • Strong communication and analytical skills

Nice-to-have

  • Wealth management practices knowledge
  • Risk management and operational procedures
  • Coaching and development focus
  • Progressive and collaborative team environment

Key Requirements

  • Post-secondary education
  • Minimum 4 years client service experience
  • 2+ years brokerage or investment industry experience
  • Canadian Securities Course (CSC)
  • Conduct and Practice Handbook (CPH)
  • IIROC registration required

Work Rights

Not specified

Tailored Resume

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