Director, Wealth Manager: Growth & Client Impact

0000050471 Rbc Europe Limited; Winchester; On-site; GBP 90,000 - 140,000; Full time

Benefits offered by this job

Bonuses

Flexible benefits

World-class training program

Job summary

RBC Wealth Management Europe in Winchester, United Kingdom, is seeking a Director/Wealth Manager to lead client relationships, drive net revenue growth, and manage assets while expanding digital adoption. You will work with a high-performing wealth management team to originate opportunities and deliver trusted advice.

The role emphasizes maintaining existing client relationships, leveraging a strong network, and guiding clients through complex financial solutions across investments, lending,

Qualifications

• Must-have: Level 6 CIB, CISI or CII; Level 4 considered with extensive experience.
• Significant experience in a wealth management role.
• ProvenRelationship Management skills with ability to understand client needs and articulate solutions.
• Broad knowledge of business sectors, market trends, and financial products to engage clients.

Responsibilities

• Develop and grow a client base, expanding new and existing client relationships.
• Lead interactions to understand clients' financial and personal goals.
• Drive growth by new business development and contributing to the group plan and strategy.
• Articulate RBC propositions across investments, lending, cash, and trust to clients and referrals.
• Direct internal referrals to the best fit specialists to enhance client outcomes.
• Guide clients through as much of the advisory journey as possible before involving specialists.
• Lead and mentor teams to ensure professional growth and exceptional service.
• Manage performance and development discussions within the team.

Skills

Communication

Customer Service Management

Interpersonal Relationship Management

Investment Consulting

Investment Management

Investment Performance Measurement

Organizational Leadership

Performance Management (PM)

Private Banking

Product Services

Results-Oriented

Education

Level 6 CIB/CISI/CII

Job description

RBC Wealth Management Europe in Winchester, United Kingdom, is seeking a Director/Wealth Manager to lead client relationships, drive net revenue growth, and manage assets while expanding digital adoption. You will work with a high-performing wealth management team to originate opportunities and deliver trusted advice.

The role emphasizes maintaining existing client relationships, leveraging a strong network, and guiding clients through complex financial solutions across investments, lending,