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Form of workJob Summary
Job Description
What is the opportunity?
Within this Associate position you will provide excellent service to clients in order to support with the development of profitable new business for Wealth Management – International (WM-I) and the wider RBC organization, whilst retaining AUM / Revenue for WM-I.
What will you do?
Deliver an unrivalled client experience and support Relationship Managers in delivering new and sustainable revenues for WMI in line with the Sales & Relationship Management (S&RM) Sales Methodology
Act as a point of contact to internal partners and clients, providing full expert support and assistance with day to day banking and administration requirements
Learn about the RM sales methodology throughout the lifecycle of the client relationship, including fundamentals of working with potential clients and building trust with those clients for a successful relationship. Gain an understanding of client needs, delivering tailored insight and solutions and how to maintain and grow client relationships
Act as the first line of defense relating to key activities and ensure any associated requests are dealt with in a compliant manner. Act as a point of escalation to resolve issues and escalate/report all risk events and near misses immediately
Adhere to all internal policies and procedures including the regulatory requirements on a day-to-day basis to ensure business requirements are being met at all times as part of the Culture of Excellence
Collaborate with business partners and support the Associate Team Leaders by providing timely feedback about training needs to enhance and support client service and by identifying inefficiencies to internal processes and making appropriate recommendations to rectify them inefficiencies to internal processes and making appropriate recommendations to rectify them
What do you need to succeed?
Must-have
A growth mind-set
Be a genuine team player
Client service skills: the candidate must have the ability to support effective communication with clients verbally and in writing, be able to support the identification and articulation of issues and solutions, the integrity to earn the client’s trust and the business acumen to support mutually beneficial opportunities for the client and RBC
Excellent organisation skill and attention to detail
Experience working within a matrix organisation – managing internal relationships and influencing partners
A proven track record in a Client Experience Role and desire to transfer skills developed to a Wealth Management Role - training will be provided to right the candidate
Nice-to-have
Desire to complete professional qualification
Experience in Wealth Management Support role
What is 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.
Leaders who support your development through coaching and managing opportunities.
Opportunities to work with the best in the field.
Ability to make a difference and lasting impact.
Work in a dynamic, collaborative, progressive, and high-performing team.
Flexible working and hybrid options fully supported.
Job Skills
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk ManagementAdditional Job Details
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Inclusion and Equal Opportunity Employment
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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