About Company
RBC (Royal Bank of Canada) is a global financial institution with a purpose-driven strategy, and one of Canada’s largest banks, and one of the largest banks in the world based on market capitalization. With a strong presence across North America and around the globe, RBC provides diversified financial services including personal and commercial banking, wealth management, insurance, investor services, and capital markets products and services. At RBC, we are committed to helping clients thrive and communities prosper. We believe in building long-lasting relationships based on trust, expert advice, and tailored financial solutions. Our values of service, teamwork, responsibility, diversity, and integrity guide us in all that we do. Joining RBC means becoming part of a team that empowers you to grow, innovate, and make a meaningful impact, supported by a culture that prioritizes both client success and employee well-being. RBC Wealth Management, a division of RBC Capital Markets, LLC, is a premier full-service wealth management firm in the United States, dedicated to helping clients achieve their financial aspirations through comprehensive, personalized guidance.
Job Description
Are you a driven financial professional with a passion for building robust client relationships and delivering exceptional financial guidance? RBC Wealth Management is urgently seeking a highly motivated Relationship Manager to join our dynamic team in Delmar, Delaware. This is a critical role for an individual eager to make a significant impact by cultivating and expanding a portfolio of high-net-worth clients and businesses. As a Relationship Manager, you will be the cornerstone of our client experience, providing comprehensive financial solutions that span investment management, financial planning, credit strategies, and estate planning. You will leverage RBC’s extensive resources and diverse product offerings to meet the unique financial goals of your clients, ensuring their long-term prosperity. We are looking for an individual who embodies our values, possesses strong analytical capabilities, and excels at fostering deep, trust-based relationships. This is an exciting opportunity to advance your career within a globally recognized financial institution, with access to continuous professional development and a collaborative work environment. If you are ready to take on a challenging yet rewarding role where your expertise directly contributes to client success and business growth, we encourage you to apply immediately. Your ability to understand complex financial needs and translate them into actionable strategies will be key to your success and our clients’ satisfaction. The urgent nature of this hiring reflects our commitment to expanding our reach and enhancing our service delivery in the Delmar region.
Key Responsibilities
- Develop and manage a portfolio of high-net-worth clients and businesses, serving as their primary financial advisor.
- Proactively identify client needs and deliver tailored financial solutions, including investment strategies, retirement planning, insurance, and lending.
- Cultivate new client relationships through networking, referrals, and strategic outreach.
- Conduct comprehensive financial reviews and develop personalized financial plans.
- Collaborate with internal specialists (e.g., trust, estate, lending) to offer holistic client solutions.
- Maintain up-to-date knowledge of financial markets, products, and regulatory requirements.
- Ensure compliance with all internal policies, external regulations, and ethical standards.
- Drive business growth by achieving and exceeding sales and relationship development targets.
- Act as a trusted advisor, building and maintaining long-term relationships based on integrity and exceptional service.
Required Skills
- Proven track record in financial services, with experience in client relationship management.
- Strong understanding of investment products, financial planning principles, and wealth management strategies.
- Excellent communication, interpersonal, and presentation skills.
- Demonstrated ability to acquire new clients and grow existing relationships.
- Analytical mindset with strong problem-solving capabilities.
- Proficiency with CRM software and financial planning tools.
- Ability to work independently and collaboratively in a fast-paced environment.
- FINRA Series 7 and Series 66 (or Series 63 & 65) licenses required.
Preferred Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
- Certified Financial Planner (CFP®) designation or other relevant industry certifications (e.g., CIMA, CFA).
- Experience working with high-net-worth individuals and families.
- Established network within the Delmar, Delaware, or surrounding financial community.
Perks & Benefits
- Competitive base salary with performance-based incentives.
- Comprehensive health, dental, and vision insurance.
- 401(k) matching program and retirement planning resources.
- Paid time off and holidays.
- Opportunities for continuous professional development and career advancement.
- Tuition reimbursement program for relevant certifications and degrees.
- Employee assistance program and wellness initiatives.
- Dynamic and supportive work environment with a focus on teamwork and collaboration.
How to Apply
To seize this urgent opportunity and join the RBC Wealth Management team, please click on the application link below. We look forward to reviewing your qualifications and discussing how your expertise can contribute to our success.