Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client relationships and drive business growth in wealth management.
- Company: Join RBC Brewin Dolphin, a leader in wealth management.
- Benefits: Competitive salary, bonuses, flexible benefits, and professional development opportunities.
- Why this job: Make a lasting impact while working with top professionals in a dynamic team.
- Qualifications: Experience in wealth management and strong relationship management skills required.
- Other info: Inclusive workplace fostering respect, belonging, and growth for all employees.
The predicted salary is between 36000 - 60000 £ per year.
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.
As an Associate Director, Wealth Manager, you will be responsible for delivering business targets, 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 net sales targets.
Key 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 to gain a full understanding of clients and prospects financial goals, personal goals, and ambitions.
- Operating with a growth mindset, managing a new business target, managing business development activities, and contributing towards the achievement of the office targets.
- Consistently articulating the full breadth of the RBC proposition (e.g. investment, planning, 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’.
- Provide guidance, coaching, and mentorship to ensure team members’ professional growth and delivery of exceptional services.
- Level 4 CISI or CII.
- Demonstrable experience within a client facing 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 colleagues.
- Working towards or obtained further professional qualifications e.g. CISI PCIAM, CII Advanced Diploma, Chartered Wealth Manager or equivalent.
- 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.
- Location: 81 Colmore Row, Birmingham, United Kingdom
- Work hours/week: 35
- Employment Type: Full‑time
- Pay Type: Salaried
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.
RBC Brewin Dolphin - Associate Director, Wealth Manager in Birmingham employer: RBC Brewin Dolphin
Contact Detail:
RBC Brewin Dolphin Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land RBC Brewin Dolphin - Associate Director, Wealth Manager in Birmingham
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Showcase Your Expertise
When you get the chance to chat with someone from RBC Brewin Dolphin, make sure to highlight your knowledge of wealth management and client relationship skills. Share specific examples of how you've helped clients achieve their financial goals – it’ll show you’re the real deal!
✨Follow Up Like a Boss
After any meeting or networking event, send a quick follow-up message. Thank them for their time and reiterate your interest in the role. It’s a simple way to keep yourself top of mind and show you’re genuinely interested in joining the team.
✨Apply Through Our Website
Don’t forget to apply directly through the RBC Brewin Dolphin website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and really keen on the opportunity.
We think you need these skills to ace RBC Brewin Dolphin - Associate Director, Wealth Manager in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Associate Director, Wealth Manager role. Highlight your experience in client relationship management and any relevant qualifications like CISI or CII. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how you can contribute to our team. Be sure to mention specific examples of how you've driven revenue growth or built strong client relationships.
Showcase Your Knowledge: Demonstrate your understanding of current market trends and financial products in your application. We love candidates who can articulate solutions and show they’re up-to-date with industry developments. This will set you apart from the crowd!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at RBC Brewin Dolphin
✨Know Your Stuff
Make sure you have a solid understanding of wealth management principles and the specific services RBC Brewin Dolphin offers. Brush up on current market trends and financial products so you can confidently discuss how they align with client needs.
✨Build Rapport
During the interview, focus on building a connection with your interviewers. Show genuine interest in their experiences and insights. This will not only demonstrate your relationship management skills but also help you stand out as someone who values collaboration.
✨Showcase Your Growth Mindset
Be prepared to discuss how you've approached challenges in the past and what you've learned from them. Highlight examples where you've successfully driven business growth or adapted to changes in the market, showcasing your proactive attitude.
✨Ask Insightful Questions
Prepare thoughtful questions that reflect your understanding of the role and the company. Inquire about their approach to client relationship management or how they foster team collaboration. This shows you're not just interested in the position, but also in contributing to their success.
