Senior Relationship Manager Direct Investing

Position: Senior Relationship Manager at RBC Direct Investing
Elevate your career with RBC Direct Investing as a Senior Relationship Manager. This full-time role focuses on supporting High Net Worth clients in Calgary, tapping into your expertise to cater to their complex needs.

As a Senior Relationship Manager at RBC Direct Investing, your primary responsibility will be managing an elite portfolio of High Net Worth/Ultra High Net Worth clients. With over four years in client service, you'll build lasting relationships and partner with RBC Wealth Management to introduce valuable solutions. This role emphasizes collaboration with key market stakeholders while delivering high-quality service and expertise through comprehensive client knowledge sessions.

Key Responsibilities:

• Manage and grow an assigned portfolio of high-value clients

• Deliver exceptional client service with a 'white glove' approach

• Identify client needs and introduce RBC partners proactively

• Conduct client seminars to enhance engagement and understanding

• Cultivate networks to generate new business opportunities

Requirements:

• Minimum 4 years of client service experience required

• Proven relationship management and results-driven mindset

• 2+ years of experience in the brokerage or investment industry

• Completion of Canadian Securities Course and CPH necessary

• Strong communication and analytical skills essential

Leverage your client relationship skills and investment expertise to thrive at RBC Direct Investing.
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