RBC · 2 days ago
Senior High Net Worth Lending Specialist
Beverly Hills, CA
Full-time
Onsite
Senior Level, Lead/Staff
$110K/yr - $190K/yr
10+ years expRBC is a leading bank that focuses on providing trusted advice to help clients thrive. The Senior High Net Worth Lending Specialist will support the US Wealth Management field by serving as the key contact for financial advisors and their High Net Worth clients, assisting in product expansion and strategy.
BankingFinancial ServicesWealth Management
Responsibilities
Effectively communicate the importance of incorporating credit and liquidity into a financial advisory practice to the Private Client Group (PCG) field, senior management, practice management, financial advisory, HNW/UHNW clients and other complex solution team members
Serve as the key relationship manager to financial advisors for their HNW clients based on assignment and be accountable to key performance metrics in a geographic location to be determined
Serve as the subject-matter expert on all HNW credit capabilities that RBC WM – US provides, including, but not limited to: Credit Access Line, Structured Lending (life insurance premium finance, commercial real estate, unsecured, yacht, aircraft, resi mortgages, etc.) and all cash management products
Have a basic knowledge level of City National Bank (CNB) banking and lending solutions and work with CNB Banking Advisors to create a seamless credit experience across the platform
Report key performance metrics to the Head, Wealth Management Lending, along with various PCG field management
Report feedback from the field on product, technology, and platform enhancements to create a better advisor-client experience
Ensure that advisors and clients are following proper risk management and compliance protocols when utilizing credit and liquidity solutions
Qualification
Required
Series 7 and 63 or ability to obtain upon hire
Bachelor's degree and 10+ years' experience at a wealth management firm, with direct experience in HNW/UHNW credit and lending solutions
Proven business development experience, preferably within the HNW/UHNW credit and lending space
Understanding of credit underwriting and collateral policies, specifically around securities-based lending and structured lending solutions
Strong drive to grow a business and hit key performance targets while ensuring products are suitable for clients and properly managing risk to the firm
Strong communication, interpersonal skills, ability to ask critical questions, anticipate future needs, and take ownership
Benefits
Comprehensive Total Rewards Program include competitive compensation and flexible benefits
401(k) program with company-matching contributions
Health, dental, vision, life, disability insurance
Paid-time off
Company
RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
10001+ employees
H1B Sponsorship
RBC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (29)
2024 (17)
2023 (3)
2022 (4)
2021 (1)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$16.3B2025-10-30Post Ipo Debt· $5B
2025-09-15Post Ipo Debt· $1.35B
2025-07-10Post Ipo Debt· $177.74M
Leadership Team
Graeme Hepworth
Chief Risk Officer
Kelly Bradley
Chief Human Resources Officer
Recent News
2026-01-17
2026-01-15
Company data provided by crunchbase