Overview
Trust Management Officer at RBC Jobs in Vancouver, Canada at 0000050339 Royal Trust Corporation of Canada
Join RBC as a Trust Officer specializing in estate solutions. Enhance client satisfaction by managing high-net-worth portfolios with tailored trust options and fiduciary services.
In this full-time role located in Vancouver, you will utilize 2-4 years of experience to create exceptional client experiences and drive portfolio growth. Your ability to facilitate communication around investment and estate matters will be vital, as you ensure that client strategic objectives are documented and aligned with services offered. Take charge by mentoring junior team members while efficiently resolving client challenges.
Key Responsibilities:
• Oversee estate and trust mandate accounts for clients
• Deliver a superior comprehensive fiduciary service
• Initiate proactive client contact strategies for engagement
• Develop customized action plans aligning with objectives
• Collaborate with RBC professionals to identify referrals
Requirements:
• 2-4 years of relevant trust and estate experience
• Proficient in managing complex family dynamics
• Strong communication with clients across Canada
• Progressing toward Trust and Estate Practitioner (TEP) designation
• Knowledge of RBC products is advantageous
Harness your skills in relationship and trust management to enhance the client journey with RBC Wealth Management.
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Title: Trust Management Officer at RBC
Company: 0000050339 Royal Trust Corporation of Canada
Location: Vancouver, Canada
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