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- Tasks: Lead client relationships and drive business growth in wealth management.
- Company: RBC Wealth Management Europe is a trusted name in comprehensive wealth management services.
- Benefits: Enjoy competitive pay, bonuses, flexible benefits, and world-class training opportunities.
- Why this job: Join a dynamic team focused on innovation and making a positive impact in clients' lives.
- Qualifications: Must have Level 6 CISI or CII; extensive wealth management experience preferred.
- Other info: Work in a collaborative environment with leaders who support your professional growth.
The predicted salary is between 43200 - 72000 £ per year.
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Job Description
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 is the opportunity? 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 we continue to grow, we are looking to welcome exceptional talent across the UK. If you’re a director- level Advisor seeking a new opportunity at a pivotal time in our journey, we would love to hear from you.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.What will you do?
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. 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
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.
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
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 additional details.#RBCBDJob Skills Communication, Customer Service Management, Interpersonal Relationship Management, Investment Consulting, Investment Management, Investment Performance Measurement, Organizational Leadership, Performance Management (PM), Private Banking, Product Services, Results-OrientedAdditional Job Details
Address:
12 SMITHFIELD STREET:LONDON
City:
London
Country:
United Kingdom
Work hours/week:
35
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-07-30
Application Deadline:
2025-08-31Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveI nclusion and Equal Opportunity Employment At 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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Director, Wealth Manager employer: 0000050471 RBC Europe Limited
Contact Detail:
0000050471 RBC Europe Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Director, Wealth Manager
✨Tip Number 1
Network strategically within the wealth management sector. Attend industry events, webinars, and conferences where you can meet professionals from RBC and other firms. Building relationships with key players can give you insights into the company culture and potential job openings.
✨Tip Number 2
Stay updated on market trends and financial products relevant to wealth management. This knowledge will not only help you in interviews but also demonstrate your commitment to the field and your ability to provide valuable insights to clients.
✨Tip Number 3
Leverage social media platforms like LinkedIn to connect with current employees at RBC Wealth Management. Engaging with their posts or reaching out for informational interviews can provide you with insider information and potentially a referral.
✨Tip Number 4
Prepare for the interview by practising how to articulate your relationship management skills and experiences. Be ready to discuss specific examples of how you've successfully managed client relationships and driven business growth in previous roles.
We think you need these skills to ace Director, Wealth Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management and showcases your relationship management skills. Use specific examples that demonstrate your ability to meet client needs and achieve business targets.
Craft a Compelling Cover Letter: In your cover letter, express your passion for wealth management and how your background aligns with RBC's vision. Mention your understanding of their services and how you can contribute to their growth and client satisfaction.
Highlight Relevant Qualifications: Clearly state your qualifications, especially your Level 6 CISI or CII certification. If you have extensive experience with a Level 4 qualification, explain how this complements your expertise in the field.
Showcase Leadership Experience: Since the role involves leading teams, include examples of your leadership experience. Discuss how you've mentored team members and driven performance management to achieve exceptional service delivery.
How to prepare for a job interview at 0000050471 RBC Europe Limited
✨Understand the Wealth Management Landscape
Before your interview, make sure you have a solid grasp of the current trends in wealth management. Familiarise yourself with RBC's offerings and how they compare to competitors. This knowledge will help you articulate how you can contribute to their vision of being a trusted name in wealth management.
✨Demonstrate Relationship Management Skills
Prepare examples from your past experiences that showcase your ability to build and maintain client relationships. Highlight specific instances where you identified client needs and provided tailored solutions, as this is crucial for the Director, Wealth Manager role.
✨Showcase Your Leadership Experience
As a director-level candidate, it's essential to demonstrate your leadership capabilities. Be ready to discuss your experience in mentoring and guiding teams, as well as how you've driven performance management in previous roles. This will show that you can lead and inspire others at RBC.
✨Prepare for Behavioural Questions
Expect behavioural questions that assess your problem-solving abilities and how you handle challenges. Use the STAR method (Situation, Task, Action, Result) to structure your responses, ensuring you convey your thought process and the impact of your actions on client outcomes.
