More jobs:
Senior Relationship Manager at RBC Direct Investing
Job Description & How to Apply Below
In this pivotal role, you will manage an assigned portfolio of RBCDI's elite clients, ensuring their asset growth and retention. You will leverage your 4+ years of client service and 2+ years of investment industry experience to provide “white glove” service. Collaborating closely with local market partners, you will identify opportunities to enhance client relationships and conduct seminars to promote RBCDI's value.
Key Responsibilities:
• Manage relationships to foster retention and asset growth
• Deliver high-level service to HNW/UHNW clients
• Identify opportunities and introduce RBC partners
• Conduct client knowledge sessions and seminars
• Build a Centre of Influence network for new business
Requirements:
• Minimum 4 years in a client service role
• Strong relationship management skills
• Achieved KPIs in previous roles
• Canadian Securities Course and CPH certified
• Excellent communication and analytical skills
Leverage your expertise in client relationships and investment for a rewarding role at RBC Direct Investing.
#J-18808-Ljbffr
Position Requirements
10+ Years
work experience
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×