Manager - Investment Sales
RBC · Port of Spain
Job description
About the role
As a Manager – Investment Sales for the WISE Unit, you will build and maintain relationships with institutional investors, delivering tailored fixed‑income and equity solutions. You will act as the primary point of contact, ensuring a seamless onboarding experience and driving client loyalty through proactive service.
Key responsibilities
- Develop and nurture client relationships, delivering value‑add sales and service solutions for fixed income securities and equities.
- Assess client suitability and risk, recommending appropriate WISE products and executing transactions across the region.
- Coordinate end‑to‑end client onboarding, understanding operational needs and delivering a smooth experience.
- Identify new business opportunities, collaborate with internal RBC teams, and champion digital channels for client engagement.
- Ensure compliance with internal policies, procedures, and regulatory requirements.
Required profile
- University degree in finance, management, accounting or equivalent experience.
- 3‑5 years of banking experience with a proven record of meeting sales targets.
- Knowledge of multiple asset classes and RBC collective investment scheme products.
- Strong interpersonal, business development and problem‑solving abilities.
- Growth mindset and genuine team player attitude.
What we offer
- Comprehensive total rewards program including bonuses, flexible benefits, commissions and eligible stock options.
- Dynamic, collaborative and high‑performing team environment.
- Focus on work‑life balance and opportunities for personal and professional growth.
- Supportive leadership providing coaching and development opportunities.
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Published 1 week ago
Expires 1 month from now
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RBC
Port of Spain
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