Description
RBC Wealth Management Europe’s vision is to be the most trusted name in world-class wealth management,driven by expert advice, a people-first approach, and cutting-edge digital solutions.
As a Director, Wealth Manager, you will be responsible for leading and managing business targets, delivering net revenue growth, cumulative asset growth, client relationship management and leading digital adoption.
Responsibilities
- Responsible for the management of a client base, developing and maintaining existing client relationships, and further increasing business with the generation of new clients.
- Consistently leading interactions with wealth advice ensuring all interactions lead to a full understanding of clients and prospects gaining a deep understanding of their financial goal, personal goals, and ambitions.
- Operating with a growth mindset, managing a new business target, leading business development activities, and contributing towards the achievement of the group business plan, vision, and strategy.
- Consistently articulating full breadth of RBC proposition (e.g. investment, lending, cash, and trust solutions) to clients and prospects.
- Always ensure clients are referred internally to ‘home of best fit’.
- Confidently take clients through as much of the advice journey as possible before involving other specialist colleagues.
- Leading and managing teams, providing guidance, coaching, and mentorship to ensure team members’ professional growth and delivery of exceptional services.
- Driving performance management, including goal setting, performance reviews, individual development conversations, and planning.
Requirements
- Level 6 CISI or CII. Level 4 can be considered if you have extensive experience to complement.
- Significant experience within a wealth management role.
- Proven Relationship Management skills, with ability to understand client needs, the knowledge and communication skills to identify and articulate solutions and the integrity to earn the client’s trust.
- An extremely detailed and diverse knowledge of business sectors, current business developments, market trends, and financial products and services to effectively communicate with clients.
- Acts as a role model and demonstrates a high degree of capacity to drive positive behaviours in team members and colleagues.
Benefits
- A comprehensive Total Rewards Program 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 program in financial services.