At a Glance
- Tasks: Drive revenue growth by managing client relationships and developing new advisor connections.
- Company: Join a leading wealth management firm focused on client success and team collaboration.
- Benefits: Competitive salary, bonuses, flexible benefits, and world-class training opportunities.
- Other info: Be part of a high-performing team that values growth and community impact.
- Why this job: Make a real impact in clients' financial journeys while growing your career in a dynamic environment.
- Qualifications: Level 6 CISI or CII required; extensive wealth management experience preferred.
The predicted salary is between 60000 - 80000 £ per year.
What is the opportunity? You will be principally responsible for delivering net revenue growth for the Intermediary business by focusing on achieving team and individual net sales targets set under the location leadership. You'll help to drive efficiency within the team to sustain business growth while ensuring good adviser and client outcomes. A key part of the role will entail client relationship management, leading digital adoption, and supporting other team members and colleagues.
What will you do? Responsible for management of a client base of advisors and their underlying clients, developing and maintaining existing client relationships, and in partnership with Business Development Managers, further increasing business with the generation of new advisor relationships and clients. Manage and have broad and deep conversations with advisors, clients and prospects, developing a full understanding of their financial and personal goals and ambitions. Effectively present portfolio performance and timely market insights to clients and advisors while demonstrating comprehensive understanding of investments and exceptional presentation skills. Proactive focus on originating new business opportunities through advisors. Proactively network through seeking opportunities with current, new and potential advisors and clients. Able to support business development events. Clearly articulate the full breadth of the RBC adviser proposition and solutions to existing and prospective advisors and clients. Help to drive efficiency within the branch office/team to sustain business growth while ensuring good client outcomes. Operate with a growth mindset and embody operational excellence and contributing towards the achievement of the branch business plan. Fully understand the existing and new digital capabilities, driving client adoption as part of the overall advice‑led, wealth‑management proposition. Meeting FCA qualification and internal requirements for authorization to create and sign off investment proposals and manage clients assets in line with the investment mandate. Ensure adherence to group values, policies, procedures and working practices. Managing and operating within a risk management framework. Adhering to conduct risk standards.
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.
Intermediaries Wealth Manager employer: Dormont Manufacturing Co
As an Intermediaries Wealth Manager at our London office, you will join a dynamic and collaborative team dedicated to delivering exceptional client outcomes and driving business growth. We offer a comprehensive total rewards program, including competitive compensation and flexible benefits, alongside world-class training opportunities that foster professional development. Our supportive work culture encourages innovation and teamwork, allowing you to make a meaningful impact in the wealth management sector while thriving in a progressive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Intermediaries Wealth Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Dormont Manufacturing Co. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Intermediaries Wealth Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Dormont Manufacturing Co.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Dormont Manufacturing Co's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Dormont Manufacturing Co
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Dormont Manufacturing Co.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Dormont Manufacturing Co will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Dormont Manufacturing Co employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
