At a Glance
- Tasks: Drive revenue growth by managing client relationships and supporting business development.
- Company: Join RBC Wealth Management, a leader in comprehensive wealth management solutions.
- Benefits: Enjoy competitive pay, bonuses, flexible benefits, and world-class training.
- Other info: Collaborative environment with opportunities for personal and professional growth.
- Why this job: Make a real impact in a dynamic team while developing your financial expertise.
- Qualifications: Experience in wealth management and strong relationship-building skills required.
The predicted salary is between 60000 - 80000 £ per year.
About RBC Wealth Management Europe
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.
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 will help 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.
Responsibilities
- Manage a client base of Advisers and their underlying clients, maintaining existing relationships and partnering with Business Development Managers to grow the business through new Adviser relationships.
- Conduct broad and deep conversations with Advisers, clients and prospects to understand their financial and personal goals.
- Present portfolio performance and timely market insights to clients and Advisers, demonstrating a comprehensive understanding of investments and strong presentation skills.
- Proactively originate new business opportunities through Advisers.
- Network to seek opportunities with current, new and potential Advisers and clients, and support business development events.
- Articulate the full breadth of the RBC Adviser proposition and solutions to existing and prospective Advisers and clients.
- Drive efficiency within the branch office/team to sustain business growth while ensuring positive client outcomes.
- Operate with a growth mindset, embody operational excellence, and contribute to the achievement of the branch business plan.
- Understand existing and new digital capabilities, driving client adoption as part of the overall advice-led, wealth‑management proposition.
- Meet FCA qualification and internal requirements for authorisation to create and sign off Investment Proposals and manage clients’ assets in line with the Investment Mandate.
- Adhere to group values, policies, procedures and working practices, operating within a risk‑management framework and Conduct Risk Standards.
Qualifications
- Level 6 CISI or CII (Level 4 may be considered with extensive experience).
- Significant experience within a wealth‑management role.
- Proven relationship‑management skills, able to understand client needs, communicate solutions and earn client trust.
- Extensive knowledge of business sectors, market trends and financial products to communicate effectively with clients.
- Acts as a role model and demonstrates a strong capacity to influence positive behaviour in team members and colleagues.
What’s in it for you
- A comprehensive Total Rewards Programme, including bonuses, flexible benefits and competitive compensation.
- Supportive leadership that provides coaching and development opportunities.
- Opportunities to work with the best in the field.
- Ability to make a lasting impact.
- A dynamic, collaborative, progressive and high‑performing team environment.
- A world‑class training programme in financial services.
Intermediary Wealth Growth Partner employer: RBC Brewin Dolphin
RBC Wealth Management Europe is an exceptional employer, offering a dynamic and collaborative work environment in the heart of London. With a strong focus on employee development, you will benefit from world-class training programmes and supportive leadership that fosters growth and innovation. Join us to make a meaningful impact while enjoying a comprehensive rewards package that includes competitive compensation and flexible benefits.
StudySmarter Expert Advice🤫
We think this is how you could land Intermediary Wealth Growth Partner
✨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 Advisers. Building relationships is key to landing that Intermediary Wealth Growth Partner role.
✨Show Off Your Knowledge
When you get the chance to chat with Advisers or clients, make sure to demonstrate your understanding of market trends and financial products. Share insights and ask questions that show you’re not just knowledgeable but genuinely interested in helping them achieve their goals.
✨Be a Team Player
Collaboration is crucial in this role, so highlight your ability to work well with others. Whether it’s supporting Business Development Managers or helping colleagues, showing that you can drive efficiency and positive outcomes will set you apart.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our brand.
We think you need these skills to ace Intermediary Wealth Growth Partner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Intermediary Wealth Growth Partner. Highlight your experience in wealth management and relationship management, and don’t forget to mention any relevant qualifications like CISI or CII.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about wealth management and how your skills align with our goals at RBC Wealth Management Europe. Be specific about your achievements and how they relate to the role.
Showcase Your Relationship Management Skills:Since this role is all about managing client relationships, make sure to provide examples of how you've successfully built and maintained relationships in the past. We want to see your ability to understand client needs and communicate effectively!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at RBC Brewin Dolphin
✨Know Your Numbers
Before the interview, brush up on your financial knowledge and be ready to discuss market trends and investment performance. This role is all about delivering net revenue growth, so being able to articulate how you can contribute to that will impress the interviewers.
✨Build Rapport with Role-Playing
Practice your relationship management skills by role-playing common scenarios you might face with Advisers or clients. Show that you can conduct broad conversations and understand their financial goals. This will demonstrate your ability to connect and communicate effectively.
✨Showcase Your Digital Savvy
Since driving digital adoption is key in this role, come prepared to discuss your experience with digital tools and platforms. Share examples of how you've used technology to enhance client relationships or improve efficiency in previous roles.
✨Emphasise Team Collaboration
Highlight your ability to work within a team and support colleagues. Discuss any past experiences where you’ve partnered with others to achieve business development goals. This shows that you embody the collaborative spirit they’re looking for in a candidate.
