- Toronto, Ontario, Canada
- Full-time · Senior
- 4+ years
Manage high net worth client relationships, drive retention and asset growth, and collaborate with internal partners to deliver value-added services.
Responsibilities
- Account for retention and asset growth of high value clients
- Deliver exceptional partner experience
- Identify and introduce clients to RBC partners
- Collaborate with local market partners for new client opportunities
- Deliver client seminars and knowledge sessions
Requirements
- Post-secondary education
- Nice to have: Derivatives Fundamentals Course
- Nice to have: Options License
- Nice to have: wealth management practices
- Nice to have: risk management