Wealth Manager – Growth & Client Impact (Leeds)

Royal Bank of Canada>; Leeds; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading financial institution in Leeds is looking for a Wealth Manager to maintain relationships and identify new opportunities for clients. Responsibilities include managing a financial planning client base, conducting client conversations, and networking for business development. The ideal candidate will have Level 4 CII (preferably working towards Level 6) and notable experience in wealth management. This position offers a salary, flexible benefits, and opportunities for professional growth.

Benefits

Comprehensive Total Rewards Programme

World-class training programme in financial services

Opportunities for personal development

Qualifications

• Demonstrable experience within a wealth management role with an understanding of complex wealth advice areas.
• Proven Relationship Management skills and the integrity to earn the client’s trust.
• Knowledge of market trends, financial products, and services.

Responsibilities

• Manage a financial planning client base and develop existing client relationships.
• Understand clients' financial and personal goals.
• Network through seeking opportunities with current and potential clients.
• Articulate the full breadth of RBC's proposition to clients.

Skills

Business Development

Client Centricity

Communication

Long Term Planning

Education

Level 4 CII

Working towards Level 6

Job description

A leading financial institution in Leeds is looking for a Wealth Manager to maintain relationships and identify new opportunities for clients. Responsibilities include managing a financial planning client base, conducting client conversations, and networking for business development. The ideal candidate will have Level 4 CII (preferably working towards Level 6) and notable experience in wealth management. This position offers a salary, flexible benefits, and opportunities for professional growth.