Wealth Manager: Client Impact & Growth in London

RBC; Greater London; Hybrid; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Total rewards programme

Coaching and development

World-class training

Flexible benefits

Job summary

RBC in London is seeking a Wealth Manager to deliver exceptional service while managing a client portfolio and developing new business opportunities. You will guide clients through complex wealth solutions and present comprehensive proposals to ensure superior outcomes.

This permanent, full-time role in London requires 4 days in the office. RBC offers a comprehensive rewards programme, coaching, and world-class training to support your professional growth.

Qualifications

• Must have previous experience as a Wealth Manager and managing client relationships.
• Proven ability to deliver complex wealth advice.
• Knowledge of lending, cash and trust solutions to present a full proposition.
• Proven business development capabilities and ability to originate new business.

Responsibilities

• Manage and develop a portfolio of client relationships.
• Identify opportunities for new business generation.
• Conduct comprehensive conversations with clients and prospects to understand goals.
• Deliver complex wealth advice and guide clients through the full advice journey.
• Articulate RBC's wealth solutions to clients and prospects.
• Prepare and present proposals and client presentations, owning the overall client strategy.
• Drive operational efficiency and excellence within the team to sustain growth.

Skills

Client relationship management

Deliver complex wealth advice

Lending, cash, and trust knowledge

New business development

Education

Level 7 Chartered Wealth Manager qualification

Job description

RBC in London is seeking a Wealth Manager to deliver exceptional service while managing a client portfolio and developing new business opportunities. You will guide clients through complex wealth solutions and present comprehensive proposals to ensure superior outcomes.

This permanent, full-time role in London requires 4 days in the office. RBC offers a comprehensive rewards programme, coaching, and world-class training to support your professional growth.