Senior Wealth Management Director & Advisory Leader

0000050471 RBC Europe Limited; Greater London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading financial services company in London seeks a skilled Advisor to manage client relationships and drive business development. The role requires significant experience in wealth management, focusing on understanding client needs and providing tailored solutions. Candidates should hold a Level 6 CISI or CII qualification, demonstrating strong communication and relationship management skills. Join a dynamic and collaborative team to make a lasting impact.

Benefits

Comprehensive Total Rewards Program

Leadership support for development

Opportunity to work with industry leaders

Dynamic and high-performing team environment

Qualifications

• Must have significant experience within a wealth management role.
• Proven ability to understand client needs and articulate solutions.
• Familiarity with business sectors, developments and market trends.

Responsibilities

• Manage a client base and develop existing relationships.
• Lead business development activities and achieve strategic goals.
• Mentor team members and drive performance management.

Skills

Relationship Management skills

Knowledge of financial products

Communication skills

Ability to drive positive behaviours

Education

Level 6 CISI or CII

Level 4 (if extensive experience)

Job description

A leading financial services company in London seeks a skilled Advisor to manage client relationships and drive business development. The role requires significant experience in wealth management, focusing on understanding client needs and providing tailored solutions. Candidates should hold a Level 6 CISI or CII qualification, demonstrating strong communication and relationship management skills. Join a dynamic and collaborative team to make a lasting impact.