Royal Bank of Canada·9 days ago
9 days ago
Direct Investing Senior Relationship Manager
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What you'll do
- Support high net worth clients with complex needs
- Drive client retention and asset growth
- Deliver exceptional partner experiences
- Collaborate with local market partners
What they're looking for
- canadian investment regulatory exam
- canadian securities course
- canadian conduct and practice handbook
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Become part of our team as a Senior Relationship Manager, supporting high net worth clients with complex needs. Drive client retention and asset growth, deliver exceptional partner experiences, and collaborate with local market partners. Ideal for experienced professionals with strong client service and investment industry backgrounds.
Skills
- canadian investment regulatory exam
- canadian securities course
- canadian conduct and practice handbook
- portfolio management
- business development
- customer relationship management
- wealth management
- risk management
- sales forecasting
- customer value management
- derivatives fundamentals course
- options license
- coaching
- negotiation
- analytical skills
- customer acquisition strategy
- long term planning
- sales channels
- operational procedures
Company
Royal Bank of Canada
London, Canada
Company facts come from this company's own listings. We only show what the postings themselves carry.