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Private Client Associate @ RBC

LONDON, Ontario, CanadaOnsiteFull-timePosted 19 days ago

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About this role

Embrace the opportunity to become a Private Client Associate and play a vital role in supporting high-net-worth clients with personalized investment strategies. Leverage your expertise in portfolio maintenance, client service, and investment operations while collaborating with a dynamic wealth management team. Grow your career in a world-class financial services environment.. Category: Customer Service | Client Advice | Sales

Skills

microsoft 365client serviceportfolio maintenanceaccount openingcash flow managementrecord keepingclient meeting coordinationrelationship managementsales opportunity identificationproduct servicesgroup problem solvinginterpersonal relationship management

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Private Client Associate at RBC | ResuMinder Jobs