Role Overview & Mandate
Executive Summary
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Come Work with Us!
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.
Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.
Job Title
Job Description
What is the opportunity?
You will be a member of the Client Lifecycle Management Team and be the primary contact for Sales & Relationship Management teams providing guidance and support in respect of all new and existing client lifecycle management requests. You will provide advice in respect of client lifecycle management processes and in respect of the Wealth Management International (WMI) Client Due Diligence Policy requirements to minimise error rejection rates and ensure a seamless client lifecycle management experience for clients.
What will you do?
- Primary point of contact for all client due diligence queries, providing advice and guidance in relation to client lifecycle documentation and client due diligence
- Review client lifecycle cases for all legal entity types adhering to the relevant regulatory, compliance and business requirements
- Provide coaching and support to Senior Officers in the review of client lifecycle cases for complex structures
- Act as Subject Matter Expert providing advice, training and ongoing coaching to the Sale & Relationship Management (S&RM) teams in respect of client lifecycle management and the relevant RBC related policies and procedures including AML, KYC and Client Due Diligence, Source of Wealth and Country Connectivity
- Liaise effectively with key stakeholders including Sales & Relationship Management, Private Client Fiduciary Services, AML Compliance, Product teams, Tax Risk Management and Data management to remove obstacles impacting client lifecycle management while balancing the need for quality and adherence to regulatory compliance and escalating to Senior Management as appropriate
- Provide guidance in respect of exception documentation and approval processes; ensure all exceptions are documented, tracked and monitored
- Provide input and support to all relevant project and initiatives
- Provide general administrative support to CSS Management including production of MI, creation of presentation decks
What do you need to succeed?
Must-have
- Proven experience within the banking/financial services industry
- Strong understanding of AML, KYC and regulatory requirements for client onboarding
- Strong understanding of control requirement
- Client focused, ability to manage stakeholder expectations and handle conflict
- Strong sense of accountability and ownership over quality
- Ability to prioritise and make decisions in a fast paced environment
- Strong analytical skills and attention to detail
- Must have a flexible approach and be a team player
- Good command of English and attention to detail
What is 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.
- Leaders who support your development through coaching and managing opportunities
- Opportunities to work with the best in the field
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Flexible working options fully supported
Job Summary
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Inclusion and Equal Opportunity Employment
At 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.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at rbc.com/careers.
