Found Description
Elevate your career as a Wealth Concierge with RBC PH&N Investment Counsel. This role emphasizes exceptional client service and collaboration with Investment Counsellors to deliver a top-tier experience.
In this position, you will support experienced Investment Counsellors and their high-net-worth clients, ensuring seamless coordination and concierge-level service. Your passion for service excellence will drive your success, allowing you to closely liaise with various departments and maintain solid relationships with internal partners.
Key Responsibilities:
• Respond promptly to client inquiries and update files
• Prepare material for Annual Review Meetings
• Review Financial Plans, Wills, and Estate Plans
• Track progress and follow up on client management
• Communicate effectively with COI’s and other partners
Requirements:
• University degree required
• Minimum 2 years in a similar financial role
...
In this position, you will support experienced Investment Counsellors and their high-net-worth clients, ensuring seamless coordination and concierge-level service. Your passion for service excellence will drive your success, allowing you to closely liaise with various departments and maintain solid relationships with internal partners.
Key Responsibilities:
• Respond promptly to client inquiries and update files
• Prepare material for Annual Review Meetings
• Review Financial Plans, Wills, and Estate Plans
• Track progress and follow up on client management
• Communicate effectively with COI’s and other partners
Requirements:
• University degree required
• Minimum 2 years in a similar financial role
...
Ready to Apply?
Submit your application for Wealth Concierge at RBC PH&N at Dormont Manufacturing Co
Apply Now