Associate Banker

5 days ago

Chicago, Illinois, United States RBC Capital Markets, LLC Full time

About the Role


The Associate Wealth Management Banker will play a key role in growing the cash and lending business through serving as the key contact for financial advisors and their clients.


As a key member of our RBC US Wealth Management (USWM) team, you will assist the Wealth Management Banker(s) build Financial Advisor and client product awareness and understanding of the full cash management and lending platform of RBC USWM.


You will effectively communicate the importance of incorporating lending and cash management into an advisory practice to financial advisors and clients.


You will partner with Financial Advisors to understand their clients, identify and analyze business opportunities and assist in driving cash management and lending revenue.


You will serve as the key relationship manager to client associates for their clients' cash management and lending needs.


You will be accountable to key performance metrics including the development and maintenance of a pipeline of opportunities to meet all client and FA targets, including, but not limited to loan commitments and balances, revenue, units and Advisor participation.


Responsibilities



  • Develop and execute business plans to achieve key performance metrics.
  • Build and maintain relationships with financial advisors and their clients.
  • Partner with Financial Advisors to understand their clients, identify and analyze business opportunities and assist in driving cash management and lending revenue.
  • Provide exceptional customer service to clients and financial advisors.
  • Collaborate with cross-functional teams to deliver solutions to clients and financial advisors.

Requirements



  • A minimum of 2 years' experience at a wealth management firm.
  • SIE, Series 7 and 63, or ability to obtain within 90 days.
  • Proven business development experience and strong understanding of cash management and lending products including bank deposits, certificates of deposits, securities-based loans and high net worth tailored lending products.
  • Strong drive to grow a business and hit key performance targets while ensuring products are suitable for clients and properly managing risk to the firm.
  • Strong interpersonal skills, including developing relationships with financial advisors and ability to ask critical questions, anticipate problems/future needs and take ownership.

Benefits



  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
  • Leaders who support your development through coaching and managing opportunities.
  • Ability to make a difference and lasting impact.
  • Work in a dynamic, collaborative, progressive, and high-performing team.
  • Flexible work/life balance options.
  • Opportunities to do challenging work.
  • Opportunities to take on progressively greater accountabilities.
  • Access to a variety of job opportunities across business.

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