Job Description
Deliver exceptional fiduciary services as a Trust Officer at RBC Royal Trust. Specialize in estate and trust solutions while managing a high-net-worth client portfolio.
As a Trust Officer, you will play a vital role in creating an exceptional client experience through superior service and comprehensive solutions. Your primary responsibility includes managing complex estate and trust accounts while nurturing relationships with clients and RBC partners. With a focus on growing and retaining a profitable portfolio, you will effectively identify cross-selling opportunities and carry out tailored client action plans.
Key Responsibilities:
• Handle estate and trust mandate accounts with care
• Provide customized fiduciary solutions to meet client goals
• Develop proactive contact strategies for client relationships
• Ensure efficient processes for new business acquisition
• Assist team members with mentoring and training
Requirements:
• 2-4 years of relevant estate...
As a Trust Officer, you will play a vital role in creating an exceptional client experience through superior service and comprehensive solutions. Your primary responsibility includes managing complex estate and trust accounts while nurturing relationships with clients and RBC partners. With a focus on growing and retaining a profitable portfolio, you will effectively identify cross-selling opportunities and carry out tailored client action plans.
Key Responsibilities:
• Handle estate and trust mandate accounts with care
• Provide customized fiduciary solutions to meet client goals
• Develop proactive contact strategies for client relationships
• Ensure efficient processes for new business acquisition
• Assist team members with mentoring and training
Requirements:
• 2-4 years of relevant estate...
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