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For Companies At a Glance
- Tasks: Lead client relationships and drive business growth in wealth management.
- Company: Join RBC Wealth Management, a leader in financial services.
- Benefits: Enjoy competitive pay, bonuses, and flexible benefits.
- Why this job: Make a real impact while working with top professionals in a dynamic team.
- Qualifications: Must have Level 6 CISI or CII; extensive wealth management experience required.
- Other info: Be part of an inclusive culture that values diverse perspectives.
The predicted salary is between 43200 - 72000 £ per year.
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.
Inclusion 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.
Director, Wealth Manager in Bristol employer: RBC Brewin Dolphin
Contact Detail:
RBC Brewin Dolphin Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Director, Wealth Manager in Bristol
✨Tip Number 1
Network like a pro! Get out there and connect with people in the wealth management space. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! When you get the chance to chat with hiring managers or during interviews, make sure to highlight your experience and knowledge in wealth management. Share specific examples of how you've helped clients achieve their financial goals—this will set you apart from the competition.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to pop up. Reach out directly to companies you admire, like RBC Wealth Management, and express your interest in potential opportunities. A well-timed email can sometimes lead to a conversation that opens doors before a position is even advertised.
✨Tip Number 4
Utilise our website! At StudySmarter, we encourage you to apply through our platform. It’s user-friendly and gives you access to exclusive job listings. Plus, it shows you're serious about joining the team. So, get your application in and let’s make it happen!
We think you need these skills to ace Director, Wealth Manager in Bristol
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Director, Wealth Manager role. Highlight your relevant experience in wealth management and relationship management, showing us how you can contribute to our vision.
Showcase Your Achievements: Don’t just list your responsibilities; we want to see your successes! Use specific examples of how you've driven revenue growth or enhanced client relationships in your previous roles.
Be Authentic: Let your personality shine through in your application. We value a people-first approach, so share your passion for helping clients achieve their financial goals and how you embody that in your work.
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity!
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 offers. Brush up on current market trends and financial products so you can confidently discuss how they relate to client needs.
✨Showcase Relationship Management Skills
Prepare examples that highlight your ability to build and maintain client relationships. Think about times when you've successfully identified client needs and provided tailored solutions, as this will resonate well with the interviewers.
✨Demonstrate Leadership Experience
As a Director, you'll need to lead teams effectively. Be ready to share your experiences in coaching and mentoring others, and how you've driven performance management in previous roles. This will show your capability to lead at RBC.
✨Ask Insightful Questions
Prepare thoughtful questions about RBC's vision for wealth management and how they plan to enhance their digital solutions. This shows your genuine interest in the company and helps you assess if it's the right fit for you.
