Wealth Manager & Growth Lead — Nottingham
0000050471 Rbc Europe Limited
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Benefits offered by this job
Job summary
RBC Wealth Management Europe in Nottingham is seeking a Wealth Manager or Associate Director to lead client relationships in Nottingham, Leicester, Derby and surrounding areas. You will oversee a dedicated client base with tailored financial planning and investment strategies, strengthening relationships through proactive engagement.
The role emphasizes building a successful business with a strong advisory approach, supported by a comprehensive rewards program and a collaborative team
Qualifications
- Level 7 Chartered Wealth Manager or Level 6 CII Advanced Diploma or near completion.
- Proven track record as Wealth Manager / Financial Planner in complex advice areas (tax, estate planning).
- Exceptional communication, market insight and trust-building abilities to be a go-to advisor.
- Motivated to utilise business development skills and develop strong client relationships.
Responsibilities
- Build lasting partnerships with high-net-worth individuals and families to deliver holistic wealth solutions.
- Drive growth by expanding the client base through networking, referrals and business development.
- Articulate RBC’s services from investments to trust and lending with clarity.
- Harness digital tools to enhance efficiency, client adoption and scalable growth.
Skills
Education
Job description
RBC Wealth Management Europe in Nottingham is seeking a Wealth Manager or Associate Director to lead client relationships in Nottingham, Leicester, Derby and surrounding areas. You will oversee a dedicated client base with tailored financial planning and investment strategies, strengthening relationships through proactive engagement.
The role emphasizes building a successful business with a strong advisory approach, supported by a comprehensive rewards program and a collaborative team
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