Overview
Within this Associate position you will provide excellent service to clients in order to support with the development of profitable new business for Wealth Management – Europe (WM-E) and the wider RBC organization, whilst retaining AUM / Revenue for WM-E.
What will you do?
Deliver an unrivalled client experience and support Relationship Managers in delivering new and sustainable revenues for WMI in line with the Sales & Relationship Management (S&RM) Sales Methodology
Act as a point of contact to internal partners and clients, providing full expert support and assistance with day to day banking and administration requirements
Learn about the RM Sales Methodology throughout the lifecycle of the client relationship, including fundamentals of working with potential clients and building trust with those clients for a successful relationship. Gain an understanding of client needs, delivering tailored insight and solutions and how to maintain and grow client relationships
Act as the first line of defense relating to key activities and ensure any associated requests are dealt with in a compliant manner. Act as a point of escalation to resolve issues and escalate/report all risk events and near misses immediately
Adhere to all internal policies and procedures including the regulatory requirements on a day-to-day basis to ensure business requirements are being met at all times as part of the Culture of Excellence
Collaborate with business partners and support the Associate Team Leaders by providing timely feedback about training needs to enhance and support client service and by identifying inefficiencies to internal processes and making appropriate recommendations to rectify them inefficiencies to internal processes and making appropriate recommendations to rectify them