Engagierter Verkäufer (m/w/d) für Liquid Life Store in Bielefeld. Individuelle Kundenberatung zu Fahrrädern, E - Bikes, Bekleidung und Zubehör mit Verantwortung für Verkaufsfläche.
About the role
- Private Banking Advisor delivering premium financial services and advice to high net worth clients at RBC with a focus on relationship management.
Responsibilities
- Deliver a high-end client experience and day-to-day banking advice to high-net-worth Canadian clients, following all five principles of the Black Card Experience
- Proactively contribute to business development by generating ideas during weekly planning and strategy sessions, with follow-up and execution of planned activities
- Conduct comprehensive banking reviews with all new households and with existing clients as appropriate
- Deliver financial advice by presenting options with a clear recommendation that articulates the value to the client
- Clearly outline the expected steps of each process to clients and keep them apprised of the status of their inquiry/request
- Inform clients of the various banking channel options available to make it convenient and easy to do business with RBC
- Work with clients' children to provide financial literacy education
Requirements
- Superior client relationship management skills
- Exceptional oral and written communication skills in English and French
- Successful completion of the Investment Funds in Canada (IFC) course and/or the Canadian Securities Course (CSC)
- Successful completion of the Personal Financial Services Advice (PFSA) course and/or the Fundamentals of Personal Finance (0700) course, or willingness to complete within one year
- A minimum of two years of relevant financial services industry experience, preferably with high-net-worth clients
- Meticulous attention to detail and strong organizational skills
- Strong problem-solving and analytical skills
- Solid understanding of RBC’s day-to-day banking products, services, and digital solutions (nice-to-have)
- Good understanding of investment fundamentals and cash management principles (nice-to-have)
- University degree in Finance or a related field (nice-to-have)
Benefits
- A comprehensive Total Rewards program including bonuses and flexible benefits
- Competitive compensation
- Opportunities for professional development
- Leaders who support your development through coaching and by providing development opportunities
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to build close relationships with clients
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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