Wealth Management Banker
$120,000–$200,000 year
On-site · New York City, New York, United States
Job Summary
Wealth Management Banker at RBC US Wealth Management serves as the key contact for financial advisors and clients, driving cash management and lending revenue by integrating lending and cash management into advisory practices. Responsibilities include communicating product value to advisors and clients, building product awareness, maintaining a pipeline to meet client and advisor targets, reporting KPIs to management, and collaborating with CNB Banking Advisors and Associate Bankers to deliver seamless credit solutions.
Required Qualifications
- 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 in cash management and lending space in a wealth management context
- Strong understanding of cash management and lending products (bank deposits, CDs, securities-based loans, high net worth tailored lending)
- Demonstrated interpersonal effectiveness across diverse departments
- Ability to adapt to changing business environments and adjust strategy
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