Royal Bank Of Canada Naples , FL 34102
Posted 2 weeks ago
Job Summary
Gérer une équipe d'employés de bureau de gestion privée. Élaborer des stratégies et des services de gestion privée. Gérer généralement deux services spécialisés ou plus composés de personnes assumant des rôles de supervision et de direction, de personnel de fonction et d'un nombre important de membres du personnel assurant un soutien opérationnel.
Job Description
What is the opportunity?
The Wealth Strategist position is embedded in the PCG, Private Client Group, to increase PCG holistic planning focused on financial planning as part of the core client experience and wealth transfer and business planning for clients by working with the Financial Advisors (FAs) to leverage their time, talents, and resources in gathering and maintaining assets of high-net-worth clients. Through the RBC planning process, provide expert product knowledge and consultation in addition to serving as the primary external sales for segment specific specialty products and services.
What will you do?
What do you need to succeed?
Must-have
Nice-to-have
What's 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.
Job Skills
Communication, Customer Service Management, Interpersonal Relationship Management, Investment Consulting, Investment Management, Investment Performance Measurement, Organizational Leadership, Performance Management (PM), Private Banking, Product Services, Results-Oriented
Additional Job Details
Address:
800 LAUREL OAK DRIVE:NAPLES
City:
Naples
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2024-06-28
Application Deadline:
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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Royal Bank Of Canada