Wealth Management Director: Growth & Client Relationships

Vargo Group

Cardiff

On-site

GBP 110,000 - 170,000

Full time

7 days ago
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Benefits offered by this job

Bonus opportunities
Flexible benefits
World-class training

Job summary

RBC Group is seeking a Director/Senior Director-level Wealth Manager to lead client relationships and drive net revenue and asset growth across our wealth management teams in the UK. The role emphasizes origination, deep client understanding, and leveraging RBC's suite of investment, lending, cash, and trust solutions.

You will manage a high-performing team, coach colleagues, and pursue opportunities through your extensive network while delivering exceptional client outcomes.

Qualifications

  • Significant experience within a wealth management role.
  • Proven relationship management skills and client trust.
  • Ability to articulate solutions and advise on investments, lending, cash, and trusts.

Responsibilities

  • Develop and grow client base by securing new clients and deepening existing relationships.
  • Lead wealth advisory conversations to understand clients' financial goals and aspirations.
  • Drive growth targets and lead digital adoption within the team.
  • Coordinate with specialists to deliver comprehensive wealth management solutions.
  • Manage and mentor team members, focusing on performance and professional development.

Skills

Relationship Management
Wealth Management
Business Development
Client Acquisition

Education

Level 6 CIB, CISI or CII

Job description

RBC Group is seeking a Director/Senior Director-level Wealth Manager to lead client relationships and drive net revenue and asset growth across our wealth management teams in the UK. The role emphasizes origination, deep client understanding, and leveraging RBC's suite of investment, lending, cash, and trust solutions.

You will manage a high-performing team, coach colleagues, and pursue opportunities through your extensive network while delivering exceptional client outcomes.

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