Senior Relationship Manager at RBC Direct Investing

Elevate your career with RBC Direct Investing as a Senior Relationship Manager focused on High Net Worth clients in Ottawa. Deliver tailored solutions and exceptional service while collaborating with a dynamic team.

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.
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