Wealth Manager - Remote-Eligible Client Growth

0000050471 RBC Europe Limited; Leeds; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading wealth management firm in Leeds seeks a Wealth Manager to maintain and develop client relationships. You will focus on delivering revenue growth through effective management of a financial planning client base and networking for new opportunities. Requirements include Level 4 CII qualification and experience in wealth management. The role allows for part-time remote work. Competitive compensation and a supportive environment for career development are offered.

Benefits

Competitive compensation

Comprehensive Total Rewards Program

World-class training program

Qualifications

• Must have demonstrable experience in wealth management.
• Proven Relationship Management skills.
• Knowledge of current business developments and financial products.

Responsibilities

• Manage financial planning client base and develop relationships.
• Identify and generate new client opportunities.
• Contribute towards branch business plan.

Skills

Relationship Management

Communication Skills

Financial Advice

Networking

Education

Level 4 CII

Working towards Level 6

Job description

A leading wealth management firm in Leeds seeks a Wealth Manager to maintain and develop client relationships. You will focus on delivering revenue growth through effective management of a financial planning client base and networking for new opportunities. Requirements include Level 4 CII qualification and experience in wealth management. The role allows for part-time remote work. Competitive compensation and a supportive environment for career development are offered.