Experience with financial clarity and fe analytics
Strong communication skills
In this role you will provide proactive relationship management with Intermediary firms and assist Business Development functions to contribute to annual AUM growth
Job Summary
In this role you will provide proactive relationship management with Intermediary firms and assist Business Development functions to contribute to annual AUM growth.
You will act as a liaison between BDMs, Advisers and Investment Managers while supporting new IFA relationships and business retention.
RBC offers a dynamic, collaborative, and high-performing team environment with leadership support for development and opportunities to make a lasting impact.
Matching Summary
In this role you will provide proactive relationship management with Intermediary firms and assist Business Development functions to contribute to annual AUM growth.
Skills & Requirements
Must-have
Proactive relationship management
Experience with Financial Clarity and FE Analytics
Strong communication skills
Sales team collaboration
Data management and record keeping
Client servicing and account support
Nice-to-have
Knowledge of RBC BD investment propositions
Understanding of regulatory and financial issues
Event planning and organisation
Strategic planning with BDMs
Use of internal client data systems
Key Requirements
Proven sales team experience
Professional qualifications or working towards CII or CISI
Experience using Financial Clarity and FE Analytics