Ultra High Net Worth Services Consultant
Job Summary
Job Description
What is the opportunity?
The Ultra High Net Worth Services Consultant will be responsible for creating a "hybrid single family office" experience for Wealth Management Canada's largest and most valued clients. As part of the Ultra High Net Worth Services ("UHNW") team, this role will support investment advisors and counsellors in the delivery of an elevated and seamless "one-RBC" experience.
What will you do?
Create a differentiated client experience by providing exceptional service and ad hoc support to qualifying clients and their advisors to enable the seamless delivery and execution of bespoke solutions to qualifying Wealth Management Canada clients
Support investment advisors and counsellors through the client discovery process, initial meetings, proposals for qualifying clients to ensure the delivery of a seamless and bespoke client experience
Assess qualifying clients' holistic needs and navigate bank and strategic partnerships on behalf of the advisor and client to provide a seamless and coordinated experience and delivery of service offerings
Develop and maintain centers of influence and internal RBC partnerships to drive referrals and new client acquisition
What do you need to succeed?
Must-have
7+ years in the private client/wealth management industry in a client facing/relationship management and/or advisory role
Bachelor's degree
Post-graduate or professional designation i.e. MBA, CPA, and LL.B
Strong interpersonal and diplomacy skills and comfort in dealing with cross functional RBC partners and clients/family offices;
Outstanding verbal and written communication skills;
Nice-to-have
CSC, Family Enterprise Advisor (FEA)and Chartered Investment Manager (CIM) designation
Experience with complex upper-UHNW and/or large institutional clients
Work experience in multiple business units and/or platforms across Wealth Management
Bilingual
What's 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.
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Flexible work/life balance options
Opportunities to do challenging work
Opportunities to take on progressively greater accountabilities
Access to a variety of job opportunities across business
Job Skills
Communication, Decision Making, Financial Planning and Analysis (FP&A), Group Problem Solving, Knowledge Organization, Long Term Planning, Tax Management, Tax RegulationsAdditional Job Details
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Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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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