Wealth Management Banker

Responsibilities Support RBC USWM field and management in growing the cash and lending business Communicate the importance of incorporating lending and cash management into an advisory practice Partner with Financial Advisors to understand their clients, identify and analyze business opportunities Build cash management and lending product awareness among RBC Financial Advisors Serve as the key relationship manager to financial advisors for their clients’ cash management and lending needs Report key performance metrics to the Divisional Manager, Wealth Management Banking Partner with the Associate Banker(s) to provide solutions and support Requirements Bachelor’s degree preferred or relevant experience 5+ years’ experience at a wealth management firm, with direct experience in cash management and lending solutions SIE, Series 7 and 63, or ability to obtain within 90 days Proven business development experience, preferably within the cash management and lending space in a wealth management context Strong understanding of cash management and lending products including bank deposits, certificates of deposits, securities-based loans and high net worth tailored lending products Core Competencies Demonstrates expertise in cash management and lending solutions within a wealth management context, with a strong focus on business development and relationship management. Proven ability to partner with financial advisors to enhance client offerings and report on key performance metrics. Highest-signal resume keywords Cash Management Solutions Lending Solutions Business Development Experience Wealth Management Experience SIE, Series 7, and 63 Certifications ATS Optimization Keywords Hard Skills Cash Management Lending Products Bank Deposits Certificates of Deposits Securities-Based Loans High Net Worth Lending Performance Metrics Reporting Client Relationship Management Business Opportunity Analysis Financial Advisory Support Soft Skills Communication Collaboration Problem Solving Advisory Skills Interpersonal Skills Certifications & Qualifications SIE Series 7 Series 63 Industry Keywords Wealth Management Cash Management Lending Financial Advisors High Net Worth Clients #J-18808-Ljbffr