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Sonali Malhotra Email & Phone Number

RBC Wealth Management | Performance Reporting & High Net Worth Clientele | J.P Morgan Private Bank & Mercer Alum | Pursuing CSC at RBC Wealth Management

Location: Toronto, Ontario, Canada 5 work roles 3 schools

1 work email found @morganstanley.com 1 phone found area 888 LinkedIn matched

✓ Verified August 2026 4 data sources Profile completeness 86%

Current company

RBC Wealth Management

Role

RBC Wealth Management | Performance Reporting & High Net Worth Clientele | J.P Morgan Private Bank & Mercer Alum | Pursuing CSC

Location

Toronto, Ontario, Canada

Company size

6359 employees

Who is Sonali Malhotra? Overview

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Quick answer

Sonali Malhotra is listed as RBC Wealth Management | Performance Reporting & High Net Worth Clientele | J.P Morgan Private Bank & Mercer Alum | Pursuing CSC at RBC Wealth Management, a with 6359 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 888, and a matched LinkedIn profile for Sonali Malhotra.

Sonali Malhotra previously worked as Operations Associate at Rbc Wealth Management and Private Banking Analyst at J.P. Morgan Private Bank. Sonali Malhotra holds Master’S Degree from Narsee Monjee College Of Commerce And Economics.

Company email context

Email format at RBC Wealth Management

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{first}.{last}@morganstanley.com

86% confidence

AeroLeads found 1 current-domain work email signal for Sonali Malhotra. Compare company email patterns before reaching out.

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Profile bio

About Sonali Malhotra

Sonali Malhotra is a RBC Wealth Management | Performance Reporting & High Net Worth Clientele | J.P Morgan Private Bank & Mercer Alum | Pursuing CSC at RBC Wealth Management. She is proficient in English and Hindi.

Current workplace

Sonali Malhotra's current company

Company context helps verify the profile and gives searchers a useful next step.

Rbc Wealth Management

RBC Wealth Management | Performance Reporting & High Net Worth Clientele | J.P Morgan Private Bank & Mercer Alum | Pursuing CSC

toronto, ontario, canada

Website

rbcwealthmanagement.com

Employees

6359

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Company profile

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5 roles

Sonali Malhotra work experience

A career timeline built from the work history available for this profile.

Operations Associate

Current

Rbc Wealth Management

Toronto, Ontario, Canada

✔Successfully transitioned 500+ HSBC clients to the RBC PH&N platform, ensuring a seamless migration and high client satisfaction.✔Execute IM and Custody fees for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients.✔Reversed and recharged fees for past months' data through manual JEFE entry, ensuring meticulous accuracy and financial integrity.✔Managed security exclusions, fee reversals, suspension and reinstatement of accounts, streamlining complex financial operations.✔Reinstated Private Investment Management Accounts, Dominion Securities TFSA, and Advisor accounts on Data View, enhancing service offerings and client engagement.✔Account Closures for Dominion Securities.

Mar 2024 - Present

Private Banking Analyst

J.P. Morgan Private Bank

Bengaluru, Karnataka, India

Dec 2020 - Dec 2021

Process Developer

Mercer

Gurugram, Haryana, India

Sep 2019 - Dec 2020

Investment Consulting Analyst

Mercer

Jul 2018 - Sep 2019

Analyst

Finedge Advisory

Gurugram, Haryana, India

Jun 2017 - Jun 2018

Team & coworkers

Colleagues at RBC Wealth Management

Other employees you can reach at rbcwealthmanagement.com. View company contacts for 6359 employees →

NS

Nikhil Soni Colleague at Rbc Wealth ManagementVancouver, British Columbia, Canada View → EK

Emmanuel Kwesi Dickson, Cpfa Colleague at Rbc Wealth ManagementMinnesota, United States View → MM

Mina Maher Akladious Colleague at Rbc Wealth ManagementUnited States View → NM

Natalie Miller Colleague at Rbc Wealth ManagementWashington, District Of Columbia, United States View → HS

Harmeet Singh Colleague at Rbc Wealth ManagementCalgary, Alberta, Canada View → LW

Larry Walters, Awm Colleague at Rbc Wealth ManagementCheyenne, Wyoming, United States View → CJ

Constance Johnson Colleague at Rbc Wealth ManagementLos Angeles Metropolitan Area, United States View → ES

Erik Sonstegard Colleague at Rbc Wealth ManagementRosemount, Minnesota, United States View → JS

John Summers Colleague at Rbc Wealth ManagementSeattle, Washington, United States View → JP

Jeremy Plisko Colleague at Rbc Wealth ManagementFort Collins, Colorado, United States View →

3 education records

Sonali Malhotra education

Master’S Degree

Narsee Monjee College Of Commerce And Economics

Bachelor’S Degree

H.R. College Of Commerce & Economics

Education record

Navy Children School

FAQ

Frequently asked questions about Sonali Malhotra

Quick answers generated from the profile data available on this page.

What company does Sonali Malhotra work for?

Sonali Malhotra works for RBC Wealth Management.

What is Sonali Malhotra's role at RBC Wealth Management?

Sonali Malhotra is listed as RBC Wealth Management | Performance Reporting & High Net Worth Clientele | J.P Morgan Private Bank & Mercer Alum | Pursuing CSC at RBC Wealth Management.

What is Sonali Malhotra's email address?

AeroLeads has found 1 work email signal at @morganstanley.com for Sonali Malhotra at RBC Wealth Management.

What is Sonali Malhotra's phone number?

AeroLeads has found 1 phone signal(s) with area code 888 for Sonali Malhotra at RBC Wealth Management.

Where is Sonali Malhotra based?

Sonali Malhotra is based in Toronto, Ontario, Canada while working with RBC Wealth Management.

What companies has Sonali Malhotra worked for?

Sonali Malhotra has worked for Rbc Wealth Management, J.P. Morgan Private Bank, Mercer, and Finedge Advisory.

Who are Sonali Malhotra's colleagues at RBC Wealth Management?

Sonali Malhotra's colleagues at RBC Wealth Management include Nikhil Soni, Emmanuel Kwesi Dickson, Cpfa, Mina Maher Akladious, Natalie Miller, and Harmeet Singh.

How can I contact Sonali Malhotra?

You can use AeroLeads to view verified contact signals for Sonali Malhotra at RBC Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Sonali Malhotra attend?

Sonali Malhotra holds Master’S Degree from Narsee Monjee College Of Commerce And Economics.

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