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Full-time
professional certificate
Bonuses, Flexible benefits, Competitive compensation, Coaching and mentoring, Training program, Flexible working options
Posted 5d ago
~35 hrs/week
Responsibilities
The Director, Wealth Manager is responsible for driving net revenue and asset growth by developing new client relationships and managing existing ones. They also lead and mentor teams to ensure high-quality service delivery and successful digital adoption within the wealth management framework.
Requirements
Candidates must hold at least a Level 6 CIB, CISI, or CII qualification and possess significant experience in a wealth management role. Strong relationship management skills, a proven track record of business growth, and deep knowledge of financial markets and products are essential.
Full job description
Job Description
What is the opportunity?
Directly aligned to our Strategic Hiring Program (see article), we’re looking to add a significant number of experienced, client-facing professionals to our excellent teams in all of our UK offices, and their surrounding areas. If you’re a Director or Senior Director level Advisor with a track record of meaningful growth, and a strong, self-developed network of prospects, we would love to hear from you.
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.
We’ve expanded our product suite to better serve our clients, but our journey doesn’t stop there. Exciting initiatives are underway to enhance our use of technology, helping us scale efficiently, free up more time for our advisers, and offer even greater convenience to our clients. We’re also investing in our client-facing teams, equipping them with the skills and expertise needed to deliver an exceptional wealth management service.
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. You will have an enhanced focus on maintaining existing client relationships and identifying new opportunities through key origination tactics and networks. You will deliver net revenue growth by focusing on achieving the team’s net sales target.
Our Business:
RBC Wealth Management Europe provides comprehensive wealth management capabilities through RBC Brewin Dolphin and RBC Wealth Management to private clients, including professionals, inheritors, business owners, entrepreneurs, intermediaries and charities. We help clients meet their financial goals through investments, financial planning, trust, credit, and banking capabilities.
What will you do?
Responsible for the development of a client base, primarily increasing business with the generation of new clients, as well as developing and maintaining existing client relationships.
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. Working as part of the broader wealth management team, and introducing the right specialists to client relationships, where required, to enhance client experience and deliver exceptional client outcomes.
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
What do you need to succeed?
Must-have
At least Level 6 CIB, 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.
Nice-to-have
Experience working in an organisation undergoing significant change
What is in it for you?
We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
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
Flexible working options fully supported.
Agency Notice
RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additionaldetails.
Note:Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
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How many Management & Leadership jobs are open in Birmingham, United Kingdom right now?
There are currently 1,095 open management & leadership positions in Birmingham, United Kingdom listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Management & Leadership roles in Birmingham, United Kingdom?
Companies currently hiring include AECOM, PwC UK, Turner & Townsend, HS2 (High Speed Two) Ltd, AtkinsRéalis, among others. Browse the listings above to see every active employer.
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