Director, Wealth Manager

Royal Bank of Canada; Greater London; On-site; GBP 80,000 - 130,000; Full time

Benefits offered by this job

Total rewards program

Coaching and development

World-class training

Job summary

RBC Wealth Management Europe is seeking a senior advisor to manage and grow a client base across the UK, building deep relationships and expanding business with new clients. You will articulate RBC's full wealth proposition, including investments, lending, cash and trust solutions, while guiding clients through the advice journey and coordinating with specialists to deliver exceptional outcomes.

Senior leadership skills, mentoring junior advisers, and a proactive growth mindset are essential to

Qualifications

• Level 6 CISI or CII; Level 4 can be considered if you have extensive experience to complement.
• Significant experience within a wealth management role.
• Proven Relationship Management skills, with ability to understand client needs and earn trust.
• Extensive knowledge of business sectors, market trends and financial products to communicate with clients.

Responsibilities

• Manage a client base and develop existing relationships while growing new business.
• Lead wealth advice interactions to understand clients' financial and personal goals.
• Drive growth and contribute to the group business plan and strategy.
• Articulate the full RBC wealth proposition (investments, lending, cash, trust) to clients and prospects.
• Mentor and coach team members to ensure delivery of exceptional client service.

Skills

Relationship management

Wealth management experience

Financial products knowledge

Education

CISI Level 6 (or Level 4 with experience)

Job description

Our Business:

RBC Wealth Management Europe provides comprehensive wealth management capabilities through RBC Brewin Dolphin and RBC Wealth Management to private clients, including professionals, inheritors, business owners, entrepreneurs, intermediaries and charities. We help clients meet their financial goals through investments, financial planning, trust, credit, and banking capabilities.

What is the opportunity?

RBC Wealth Management Europe's vision is to be the most trusted name in world-class wealth management-driven by expert advice, a people-first approach, and cutting-edge digital solutions.

We’ve expanded our product suite to better serve our clients, but our journey doesn’t stop there. Exciting initiatives are underway to enhance our use of technology, helping us scale efficiently, free up more time for our advisers, and offer even greater convenience to our clients. We’re also investing in our client-facing teams, equipping them with the skills and expertise needed to deliver an exceptional wealth management service.

As we continue to grow, we are looking to welcome exceptional talent across the UK. If you’re a director- level Advisor seeking a new opportunity at a pivotal time in our journey, we would love to hear from you.

Responsibilities

• Responsible for the management of a client base, developing and maintaining existing client relationships, and further increasing business with the generation of new clients.
• Consistently leading interactions with wealth advice ensuring all interactions lead to a full understanding of clients and prospects gaining a deep understanding of their financial goal, personal goals, and ambitions.
• Operating with a growth mindset, managing a new business target, leading business development activities, and contributing towards the achievement of the group business plan, vision, and strategy.
• Consistently articulating full breadth of RBC proposition (e.g. investment, lending, cash, and trust solutions) to clients and prospects. Working as part of the broader wealth management team, and introducing the right specialists to client relationships, where required, to enhance client experience and deliver exceptional client outcomes.
• Always ensure clients are referred internally to ‘home of best fit’.
• Confidently take clients through as much of the advice journey as possible before involving other specialist colleagues.
• Leading and managing teams, providing guidance, coaching, and mentorship to ensure team members’ professional growth and delivery of exceptional services.
• Driving performance management, including goal setting, performance reviews, individual development conversations, and planning

What do you need to succeed?

• Level 6 CISI or CII. Level 4 can be considered if you have extensive experience to complement.
• Significant experience within a wealth management role
• Proven Relationship Management skills, with ability to understand client needs, the knowledge and communication skills to identify and articulate solutions and the integrity to earn the client's trust.
• An extremely detailed and diverse knowledge of business sectors, current business developments, market trends, and financial products and services to effectively communicate with clients.
• Acts as a role model and demonstrates a high degree of capacity to drive positive behaviours in team members and colleagues.

What is in it for you?

• A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
• Leaders who support your development through coaching and managing opportunities
• Opportunities to work with the best in the field
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services