Private Client Wealth Manager | Penrith

0000050471 Rbc Europe Limited; Dean; Vor Ort; GBP 60.000 - 90.000; Vollzeit

Benefits dieser Stelle

Total rewards

Career development

Prestigious clients

Impactful work

High-performing team

Zusammenfassung

RBC Wealth Management Europe in Penrith is seeking a Wealth Manager to lead client relationships, delivering tailored financial planning, investment strategies, trust and lending solutions. You will oversee a dedicated client base and drive revenue growth with a proactive, holistic advisory approach.

The role requires a Level 4 CII/CISI certification (Level 6/7 preferred), proven wealth-management experience, and exceptional communication and trust-building skills.

Qualifikationen

• Must have Level 4 CII/CISI certification, with progress toward Level 6 or Chartered Wealth Manager preferred.
• Demonstrated track record as Wealth Manager / Financial Planner delivering complex solutions with integrity and precision.
• Exceptional communication, market insight and trust-building abilities to become clients’ go-to advisor.

Aufgaben

• Build Lasting Partnerships: Cultivate deep relationships with high-net-worth individuals and families, understanding their goals to deliver holistic wealth solutions with support from a strong team.
• Drive Growth with Impact: Expand client base through networking, referrals, and business development to meet revenue targets.
• Champion the RBC Proposition: Articulate the full suite of services—investments, trusts, lending—with confidence and clarity for seamless client advisory.
• Operational Excellence: Use digital tools and process improvements to enhance efficiency and scalable growth.

Kenntnisse

Wealth management experience

Client relationship management

Excellent communication

Business development

Ausbildung

CII/CISI Level 4 certification

CII/CISI Level 6 or Chartered Wealth Manager (CISI Level 7) preferred

Jobbeschreibung

RBC Wealth Management Europe in Penrith is seeking a Wealth Manager to lead client relationships, delivering tailored financial planning, investment strategies, trust and lending solutions. You will oversee a dedicated client base and drive revenue growth with a proactive, holistic advisory approach.

The role requires a Level 4 CII/CISI certification (Level 6/7 preferred), proven wealth-management experience, and exceptional communication and trust-building skills.