New Job Private Banker, International Private Banking - In British Columbia
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| Private Banker, International Private Banking - |
Private Banker, International Private Banking -
Company : RBC
Salary : Details not provided
Location : British Columbia
Full Description
What is the opportunity?
As a RBC Private Banker you join a select team of seasoned professionals responsible for developing and delivering dedicated, and highly personalized financial solutions to a well-heeled, and distinctly wealthy international clientele. Your approach is focused, drawing on your experience to successfully manage your portfolio of households that require sophisticated wealth retention and wealth management strategies on top of daily banking, credit, investment, cash management solutions.
What will you do?
- Working in a team environment, your primary focus will be on Asian Markets. You collaborate well across RBC business silos domestically and internationally, partnering across the organization to develop and execute a client-centric strategy, while respecting and reinforcing role clarity to deliver solutions that serve and solve the client's needs.
- You value your client relationships and provide unmatched relationship management, advice/solutions, and services to Ultra High-Net-Worth (UHNW) International Clients while complying with Cross-Border Rules and Regulations.
- Executing the discovery process well, you ensure clear and adequate Source of Wealth, Source of Funds, and complete due diligence reference checks through available sources and services to manage reputational and country risks while corroborating all information and ensuring all details are included in the client file to support the on boarding of new relationships.
- Establish an individual plan towards achieving performance targets/KPIs for revenue growth, acquiring new qualifying UHNW households, executing deep discovery activities that reflect the expertise, skill sets, and professionalism expected of your role and position.
- Proactive in developing and structuring end-to-end solutions to address client needs effectively applying your knowledge and understanding of financial planning principles.
- A self-starter, you work independently to leverage your network to build a robust UHNW portfolio of clients, while working with your Associate to maintain a quality client portfolio, conducting frequent reviews to purify the portfolio and cycle new business and generate strong revenue streams.
- You are committed to your team, and lead by example, you coach and mentor others, and provide assistance to your colleagues to meet the needs of all clients taking on broader work and accountabilities as they are assigned.
- You ensure your skill sets and accreditation are updated, and keep abreast of information and developments in our industry to meet client advice needs and role requirements while adhering strictly to policies and procedures, legal and ethical requirements and regulations safeguarding bank and client information and bank reputation at all times.
What do you need to succeed?
Must Have
- A minimum of 5 – 7 years of Private Banking and/or Wealth Management experience and a recognized University Degree
- Proven track record of sales success, business development, and effective relationship management
- Strong working knowledge of Canadian banking, lending, and investment products
- Ability to work independently to problem solve, resolve complex/ambiguous issues and sensitive situations
- Strong verbal & written communication skills (both English and Chinese)
Nice to Have
- Working knowledge of credit structuring and associated credit qualifying skills
- Previous people management experience
- MBA/CFA or equivalent designations
- Ability to travel as business requires
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- 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
- Flexible work/life balance options
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business and geographies
RBC requires as a condition of employment that all successful candidates in the United States and Canada be fully vaccinated against COVID-19 prior to their start date, and may require proof of the same. Reasonable accommodation is available where required by law.
JOB SUMMARY
City: Vancouver
Address: 1055 W. Georgia Street, 33rd Floor
Work Hours/Week: 37.5
Work Environment: Private Banking Centre
Employment Type: Permanent
Career Level: Experienced Hire/Professional
Pay Type: Salary + Variable Bonus
Position Level: PL08
Required Travel(%): 0-25
Exempt/Non-Exempt: Exempt
People Manager: No
Application Deadline: 01/31/2022
Req ID: 443277