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Banking Relationship Manager, Sales
3 weeks ago
Come Work with Us
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.
Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.
Job Title
Banking Relationship Manager, Sales & Relationship Management (London)
Job Description
What is the opportunity?
You will be responsible for the relationship management of all new "Banking only" clients introduced by RBC BD in an efficient and timely manner, managing the day-to-day requirements of clients, addressing client enquiries and identifying potential new business opportunities for Wealth Management (WMI) and the wider RBC organization
Proactive engagement and support directly with all relevant business partners (with focus on RBCBD) to deliver a seamless client experience
What will you do?
- Work collaboratively with Sales & Relationship Management (S&RM) and business partners across WMI to deliver a seamless and unrivalled client experience
- Achieve a deep understanding of the client's overall needs through accurate client discovery and data collection
- Maintain in close contact with RBC Brewin Dolphin representative to ensure a coordinated approach to all client related matters
- Maintain close contact with clients in order to monitor and communicate changes related to client needs, information to specialist partners
- Protect and maintain assets, identifying and escalating assets at risk as required
- Vigilant record keeping practices, ensuring all client conversations, interactions and requests are recorded in line with policies and procedures
- Swift execution of all client requests, in line with policies and procedures
- Ensure all clients are established on HUB
- Seek revenue growth and cost reduction opportunities to enhance client profitability
- Committed adherence and execution of CMV where applicable, incorporating a deep discovery to understand client needs, objectives, priorities and background in order to demonstrate the best understanding
- Develop the business in line with RBC strategy and any regional business guidelines as distributed from time to time
- Create exceptional client experience by providing superior service. Demonstrates end-to- end responsibility for the clients overall banking needs
- Provide ongoing review and update of client strategy and action plan, identifying where new business opportunities may exist and escalating them as required
What do you need to succeed?
Must-have
- Experience within a Wealth Management role (previous experience in a non-retail network environment will assist in ability to be effective)
- Proven Relationship Management skills: Has an ability to understand client needs, the knowledge and communications skills to identify and articulate issues and solutions, the integrity to earn the clients trust and the business acumen to recognize mutually beneficial opportunities for the client and RBC
- Experience working within a matrix organization - managing internal relationships and influencing partners
What is in it for you?
We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- Leaders who support your development through coaching and managing opportunities
- Opportunities to work with the best in the field
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Flexible working options fully supported
- Hybrid Working
Job Summary
Address:
London, United Kingdom of Great Britain and Northern Ireland
City:
GBR-GREATER_LONDON-LONDON
Country:
United Kingdom
Work hours/week:
35
Employment Type:
Full time
Platform:
Wealth Management
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2023-03-07
Application Deadline:
2023-03-31
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at rbc.com/careers.
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