Amrit Johal

Serving as the key relationship manager for my book of complex business clients. Whether it’s constructing complex investment strategies or establishing new credit facilities, my drive to find solutions to the most pressing and complex scenarios has served as an effective strategy in my current and previous roles. This done through conducting annual reviews of a company’s financials, contributing to business strategy development, gathering insights through client discovery, and then presenting comprehensive credit solutions to fuel each client’s unique objectives. My current portfolio of clients has enabled me to specialize in structuring and presenting complex and comprehensive credit plans for commercial real estate, start-ups, franchises, and business acquisitions.

As a Private Banking Associate, my primary role is to be the key relationship manager in servicing High Net Worth and Ultra High Net Worth local and international families, with lifestyle and business interests across the globe. Key responsibilities include: -Identifying, attracting, growing and retaining long-term profitable high net worth clients (HNW) delivered through RBCs Wealth Management solutions globally. -Provide clients with a seamless integrated wealth management experience, exceptional quality of service and access to global and local expertise bringing the depth and breadth of RBC to clients. -Managing the portfolio of clients through a personalized and confidential approach focused on the deep discovery and understanding of client needs, goals and objectives providing a proactive approach to financial advice, solution delivery and plan implementation. -Building and growing a portfolio of clients within well-defined target client segments. -Acting as the primary contact for new and existing client's needs, coordinating sales and fulfillment with product and service specialists. -Ensuring problems are resolved to the client’s satisfaction. -Maximizing opportunities with clients to enhance retention, revenue growth and referrals. -Utilizing technology (Financial Literacy, Family Snapshot, Sales Pipeline, etc.) to maintain data integrity, documenting all relevant client sales and service contacts and results.

As a Client Advisor, I proactively engaged with clients in the branch to deliver an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions. My role had a large focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business. My greatest strength in my role was my ability to contribute to team results by listening and spotting opportunities to offer additional advice, introducing clients to the capability of RBC partners, or personally fulfil client solutions. A major component of my role involved managing risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions.