Private Banking Advisor
Royal Bank of Canada· 81 open roles
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About This RoleAI processing…
Job Description What is the opportunity? A key member of the client relationship team, the Private Banking Advisor is responsible for providing support, service, and advice to high net worth Private Banking clients through day-to-day interactions. You will support the high net worth client relationship team by delivering tailored advice and solutions to clients, by proactively and diligently enabling clients to digitally self-serve, by assisting in the acquisition of new high net worth househol…
Key Responsibilities
- 1A key member of the client relationship team, the Private Banking Advisor is responsible for providing support, service, and advice to high net worth Private Banking clients through day-to-day interactions.
- 2You will support the high net worth client relationship team by delivering tailored advice and solutions to clients, by proactively and diligently enabling clients to digitally self-serve, by assisting in the acquisition of new high net worth househol…
RequirementsTypical for this role
- Background in accounting, FP&A, or financial analysis
- Strong Excel/Sheets fluency and comfort with financial modeling
- Familiarity with GAAP, internal controls, and reporting standards
- Detail-oriented with strong organizational habits
Perks & BenefitsTypical for this role
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