# Wealth Manager

**Company**: RBC
**Location**: London, United Kingdom of Great Britain and Northern Ireland
**Work arrangement**: hybrid
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/London-United-Kingdom-of-Great-Britain-and-Northern-Ireland/RBC-Brewin-Dolphin---Wealth-Manager_R-0000191638-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_6228cf69-8d6

## Description

We are looking for a Wealth Manager who is passionate about delivering an exceptional service for clients.

You will be responsible for managing a portfolio of clients, developing and maintaining relationships, and contributing to the generation of 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 their financial and personal goals and ambitions

- Deliver complex wealth advice, guiding clients through the full advice journey before involving specialist colleagues

- Clearly articulate the full breadth of RBC's wealth solutions to clients and prospects, enhancing the client experience

- Prepare and present proposals and client presentations, owning the overall client strategy and ensuring exceptional quality

- Drive operational efficiency and excellence within the team to sustain business growth whilst ensuring good client outcomes

**Requirements**

- Previous experience as a Wealth Manager, managing client relationships

- Demonstrable expertise in delivering complex wealth advice

- Some knowledge of lending, cash, and trust solutions in order to present the length and breadth of our proposition

- Proven business development capabilities and ability to originate new business

- Level 7 Chartered Wealth Manager qualification, or equivalent relevant qualification

**Benefits**

- A comprehensive Total Rewards Programme including bonuses, flexible benefits and competitive compensation

- Leaders who support your development through coaching and managing opportunities

- Opportunities to work with the best in the field

- Ability to make a difference and lasting impact

- Work in a dynamic, collaborative, progressive, and high-performing team

- A world-class training programme in financial services.

## Skills

### Required
- Commercial Acumen
- Competitive Markets
- Decision Making
- Financial Regulation
- Financial Services Industry
- Group Problem Solving
- Interpersonal Relationship Management
- Investment Risk Management
- Private Banking
- Product Services

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/London-United-Kingdom-of-Great-Britain-and-Northern-Ireland/RBC-Brewin-Dolphin---Wealth-Manager_R-0000191638-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)