Opportunity Description
Opportunity
This role as a Trust Officer offers an opportunity to provide superior estate and trust solutions, create exceptional client experiences, achieve business results, and grow a high‑net‑worth portfolio.
Responsibilities
- Handle estate, trust, and protection mandate accounts
- Create exceptional client experience with fiduciary solutions tailored to client goals
- Develop proactive client contact strategies to broaden relationships to the next generation and with RBC Wealth Management
- Ensure client strategic objectives are known, reviewed, and a documented action plan is set up
- Identify referral opportunities to appropriate professionals across the RBC network
- Ensure an efficient, seamless new business process for the client and their professional advisors
- Take ownership and accountability for client problem resolution
- Represent overall client relationship management of the...