Investment Advisor Associate

Royal Bank of Canada – George Town, Penang

Job SummaryJob DescriptionAPPLICATION DEADLINE: NOVEMBER 29, 2024What is the opportunity? RBC Dominion Securities is a relationship-focused investment and wealth management firm. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

The RBC Dominion Securities branch located in Grand Cayman is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Investment Advisor Associate. By providing ongoing, exceptional service and support to our clients and our Investment Advisors, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities.

What will you do? Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our teamRespond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.)Execute client wire transfer requestsAssist with management of client investment portfolios including trade execution, portfolio re-balancing and trade settlementTap into your superior problem resolution skills to provide proactive client service.

Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutionsEffectively manage incoming communications from clients, Advisors and other internal and external partnersAssist the Advisor team in welcoming and onboarding new clientsLeverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospectsBecome well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliantDraw on your marketing skills to update the team’s electronic and physical communication channelsWhat do you need to succeed? Must HaveCanadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH), their equivalent or the ability to obtain within 6 months of employment A relevant university degreeRelevant international financial services experience and willingness to engage in continuing educationStrong skills working with business applications/technology, including Microsoft Office Suite High quality time management and organization skillsDemonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clientsExceptional verbal and written communication skillsWhat’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. You will also benefit from:Job SkillsAccount Management, Customer Success, Decision

Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk ManagementA competitive compensation package (including salary, bonus, pension, health insurance) is offered. Salary in the range of CI$40,000 to CI$65,000 will be commensurate with relevant experience and qualificationsJob SkillsCustomer Service, Customer Service Management, Decision

Making, Interpersonal Relationship Management, Investment Management, Investment Performance MeasurementAdditional Job DetailsAddress:9 FORUM LANE:GEORGE TOWNCity:George TownCountry:Cayman IslandsWork hours/week:37.5Employment Type:Full timePlatform:WEALTH MANAGEMENTJob Type:RegularPay Type:SalariedPosted Date:2024-10-30Application Deadline:2024-11-30Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process. Join our Talent CommunityStay in-the-know about great career opportunities at RBC.

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