Wealth Management Director: Growth & Client Impact

Royal Bank of Canada>; Bath; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading financial services provider in Bath is seeking a Director, Wealth Manager to oversee client relationships and drive business growth. The ideal candidate will have significant experience in wealth management and must hold Level 6 CISI or CII. Responsibilities include managing a client base, developing relationships, achieving sales targets, and leading a team. This role offers competitive compensation and opportunities for professional development within a dynamic team environment.

Benefits

Comprehensive Total Rewards Program

Competitive compensation

World-class training program in financial services

Qualifications

• Significant experience within a wealth management role.
• Proven Relationship Management skills.
• Detailed and diverse knowledge of business sectors and financial products.

Responsibilities

• Manage a client base and maintain existing client relationships.
• Lead business development activities and achieve business targets.
• Deliver net revenue growth by focusing on sales targets.

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 CISI or CII

Level 4 CISI or CII with extensive experience

Job description

A leading financial services provider in Bath is seeking a Director, Wealth Manager to oversee client relationships and drive business growth. The ideal candidate will have significant experience in wealth management and must hold Level 6 CISI or CII. Responsibilities include managing a client base, developing relationships, achieving sales targets, and leading a team. This role offers competitive compensation and opportunities for professional development within a dynamic team environment.