Wealth Concierge PH&N

Position: Wealth Concierge Role at RBC PH&N
Join RBC PH&N Investment Counsel as a Wealth Concierge in Vancouver, Canada. Deliver high-level administrative and client support with a focus on problem resolution.

This full-time position requires coordination with seasoned Investment Counsellors to ensure clients receive outstanding service. You will be tasked with preparing client presentation materials, managing inquiries, and assisting in the wealth management process. Strong organizational skills and attention to detail are critical to thrive in this position.

Key Responsibilities:

• Respond promptly to client inquiries and update files

• Prepare all materials for Annual Review Meetings

• Conduct thorough reviews of financial and estate plans

• Use Sales Force for updating planning items

• Maintain relationships with key partners in service delivery

Requirements:

• Bachelor's degree is a must

• At least 2 years in similar positions preferred

• Excellent written and verbal communication skills

• Strong attention to detail and task prioritization

• Proficient in MS Office applications

Promote effective client management and assist advisors in enhancing client experiences at RBC PH&N in Vancouver.
#J-18808-Ljbffr