Investment Specialist
RBC · Couva, Trinidad & Tobago · 2d ago
Job Description
Application Deadline: September 30, 2026
What is the opportunity?
In this role you are a RBC specialist with responsibility for new client acquisition, providing the right advice to match the clients’ investment need. Your ability to develop relationships with both internal and external partners is crucial to your success, particularly within the community and other Centres of Influence. You will build client loyalty through keen desire to provide exceptional advice and personalized service, while your proven motivation and entrepreneurial sales style will allow you to achieve exceptional business results
What will you do?
- Deliver an exceptional client experience, understanding and anticipating client needs and adapting to how clients chose to interact with RBC
- Responsible for business development, attracting new High Net Worth & Corporate investment clients to RBC
- Connect clients with the appropriate sales professional in the home of best fit within RBC, leveraging RBC’s full range of expertise to satisfy clients’ overall financial needs
- Grow the investment portfolio of RBC by hosting investment & retirement advice events and by building relationships with clients, partners and COIs
- Provide relevant & timely advice to clients on all investment products offered by Caribbean Banking including, but not limited to, Mutual Funds, Individual Managed Accounts, Customized Investment Portfolios, Options, Margin Lending, Equity and Fixed Income Trading
- Offer solutions that are aligned to the clients’ investment objectives and risk tolerance. and follow corporate compliance/policies to maintain risk exposure and to operate within a legal framework and in accordance with securities regulations
What do you need to succeed?
Must-have
- Caring, curious, energetic and have a passion and genuine desire to help clients and make a positive difference in their lives
- Bachelor’s degree in Finance, Management, Banking or related discipline. Master’s degree/Personal Financial Planning designation preferred
- Solid acumen of the financial industry & competitors with ability to provide information on local and international economy. Understanding of investment products and key influencing indicators will be an asset.
- Minimum 5-10 years in a sales environment with experience in the advice and sale of mutual funds. Must meet TTSEC requirements for registration as a Brokering representative
- Ability to deepen and develop client relationships through exceptional networking and relationship building capabilities that will generate client loyalty and referrals
- Entrepreneurial business acquisition mindset with excellent communication and interpersonal skills
- Technically competent in the areas of financial, operational and customer relationship management and new business origination.
Successful candidates will be required to enroll in an RBC internal course within ninety (90 days) of hire date.
What’s in it for you?
At RBC we provide a continuous learning and development environment that fosters progressive thinking, strong collaboration 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.
- RBC offers a Total Rewards program including a competitive salary, opportunities for performance incentives along with an array of reward and recognition programs, pension options, flexible benefit, and career development programs
- Opportunities to network and build client relationships
- Work in a dynamic, collaborative, progressive, and high-performing team.
- Ability to make a difference and lasting impact
Job Skills
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.