What is the opportunity?
Are you ready to make a meaningful impact on ultra-high-net-worth clients? Join RBC Caribbean’s Private Banking team as a Manager Private Banking and become a trusted advisor to our most valued clients across the Caribbean.
We are seeking an experienced banking professional to deliver exceptional client experiences to our Ultra High Net Worth (UHNW) portfolio of clients within Private Banking pan Caribbean. In this pivotal role, you'll be at the forefront of delivering the Black Card Experience—our hallmark service excellence—while stewarding complex client relationships and driving business growth. You will be responsible for proactively responsible for providing exceptional service and support, through day-to-day interactions and delivering tailored advice and solutions to meet everyday banking needs.
You will support the Director Private Banking by assisting in new client acquisition and deepen client relationships, creating enhanced client experience delivering timely advice and solutions, proactively and diligently enabling clients to utilize all available channels and digitally self-serve.
As a key member of the Client Relationship Team, you will enable a One RBC enterprise approach by identifying opportunities to introduce clients to complementary solutions, specialized partners, and capabilities across RBC. This is an opportunity to be a role model for banking expertise, demonstrate exceptional relationship management skills, ability to collaborate effectively across multiple teams, client stewardship, and the One RBC approach.
What will you do?
- Deliver exceptional Black Card Client Experience by creating memorable interactions with UHNW clients pan Caribbean proactively identifying their needs to introduce tailored RBC solutions as an everyday banking expert specialized in delivering high-level concierge service and support, transaction excellence, digital education, and opportunity spotting.
- Proactively contribute to business development by creating ideas in weekly planning/strategy sessions with follow-up and execution of planned activities
- Lead the Client Relationship Team to resolve concerns efficiently, ensure proper onboarding, and maintain current KYC information while respecting client preferences to resolve issues at first point of contact in a highly professional, timely, and accurate manner with clear communication and follow-up.
- Drive strategic growth by supporting client contact plans, scheduling annual reviews, owning business development leads, and positioning new banking solutions to maximize relationship potential.
- Maximize the use of technology and champion digital education to enable our clients to successfully engage with RBC through the channel of their choice by educating on digital banking channels, mobile capabilities, SSRT and fraud mitigation strategies through financial literacy sessions with clients and their families.
- Drive operational excellence and compliance through collaboration with the CRT to identify and mitigate operational risks, including fraud prevention, demonstrate accuracy in all documentation (KYC, data integrity, transaction verification) while staying current on RBC policies, procedures, and communications
What do you need to succeed?
Must-have
- Minimum of 5-7 years banking experience
- Bachelor’s Degree in a financial discipline, Professional Certifications
- Proven experience in private banking, wealth management, or high-net-worth client relationship management
- Strong understanding of banking products, services, and financial solutions for affluent clientele
- Demonstrated ability to manage complex client relationships and resolve sophisticated banking needs across jurisdictions
- Proficiency with core banking systems and digital platforms
- Excellent communication and interpersonal skills with ability to build trust and rapport
- Ability to work collaboratively as part of a Client Relationship Team
- Knowledge of KYC/AML procedures and regulatory requirements
- Client-centric mindset with commitment to service excellence
- Sound judgment and decision-making ability
- Detail-oriented with strong organizational awareness
Nice-to-have
- IFIC (Investment Funds Institute of Canada) accreditation or equivalent financial services credential
- Good understanding of investment fundamentals and cash management principles
- Experience leading financial literacy or client education initiatives
- Familiarity with AI tools and emerging banking technologies
What’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.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
This vacancy is listed on WORC, the Cayman Islands government job portal. Applications go through the official channel.
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