At a Glance
- Tasks: Lead the Intermediaries Investment Management team to drive revenue growth and build client relationships.
- Company: Join RBC Wealth Management, a leader in wealth management with a people-first approach.
- Benefits: Enjoy competitive pay, bonuses, flexible benefits, and world-class training opportunities.
- Other info: Be part of an inclusive workplace that values diverse perspectives and fosters growth.
- Why this job: Make a real impact in a dynamic team while helping clients achieve their financial goals.
- Qualifications: Chartered Wealth Manager or equivalent experience in wealth management and strong relationship skills.
The predicted salary is between 80000 - 100000 £ per year.
Overview
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. 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.
What is the opportunity?
The Intermediaries Investment Management team in Nottingham plays a vital role in managing significant assets for advisory firms and their clients. We are seeking a Director-level Intermediaries Investment Manager to join the team and be principally responsible for delivering net revenue growth for the Intermediary business. Partnering with the Business Development team, you will drive transformative growth and identify opportunities to expand our advisor network and deepen existing relationships, contributing to overall revenue growth.
What will you do?
- Responsible for management of a client base of Advisers and their underlying clients.
- Manage and have broad and deep conversations with Advisers, 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 Advisers while demonstrating comprehensive understanding of investments and exceptional presentation skills.
- Proactive focus on originating new business opportunities through Advisers.
- Proactively network through seeking opportunities with current, new and potential Advisers and clients.
- Able to support business development events.
- Clearly articulate the full breadth of the RBC Adviser proposition and solutions to existing and prospect Advisers 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 contribute towards the achievement of the branch business plan.
- Meeting FCA qualification and internal requirements for authorisation to create and sign off Investment Proposals and manage clients' assets in line with the Investment Mandate.
What do you need to succeed?
- Must-have: Ideally level 7 Chartered Wealth Manager or equivalent. However, level 4 or 6 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.
Job Skills: Communication, Customer Service Management, Interpersonal Relationship Management, Investment Consulting, Investment Management, Investment Performance Measurement, Organizational Leadership, Performance Management, Private Banking, Product Services, Results-Oriented.
Additional Job Details
- Address: STATION STREET: NOTTINGHAM
- City: Nottingham
- Country: United Kingdom
- Work hours/week: 35
- Employment Type: Full time
- Platform: WEALTH MANAGEMENT
- Job Type: Regular
- Pay Type: Salaried
- Posted Date: 2026-04-27
- Application Deadline: 2026-05-11
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.
Our Employment Opportunities: At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community: Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Director, Intermediaries Investment Manager in Nottingham employer: RBC Brewin Dolphin
Contact Detail:
RBC Brewin Dolphin Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Director, Intermediaries Investment Manager in Nottingham
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and engage on platforms like LinkedIn. The more people you know, the better your chances of landing that Director role.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers or clients, make sure to highlight your knowledge of market trends and investment strategies. This will help you stand out as a top candidate.
✨Tip Number 3
Be proactive in your approach! Don’t just wait for opportunities to come to you; reach out to advisory firms and express your interest in collaborating. This shows initiative and can lead to exciting new business opportunities.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining RBC Wealth Management and contributing to our mission of delivering trusted advice.
We think you need these skills to ace Director, Intermediaries Investment Manager in Nottingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Director, Intermediaries Investment Manager role. Highlight your relevant experience in wealth management and relationship management, showcasing how you can drive revenue growth.
Craft a Compelling Cover Letter: Your cover letter should tell your story! Explain why you're passionate about this role and how your skills align with RBC's vision. Don't forget to mention your understanding of the financial landscape and your proactive approach to business development.
Showcase Your Communication Skills: Since this role involves managing relationships with advisers and clients, make sure to demonstrate your exceptional communication skills in your application. Use clear and concise language, and provide examples of how you've effectively communicated complex information in the past.
Apply Through Our Website: We encourage you to apply through our website for the best chance of success. This way, your application will go directly to our recruitment team, ensuring it gets the attention it deserves. Plus, you'll find all the details you need about the role there!
How to prepare for a job interview at RBC Brewin Dolphin
✨Know Your Stuff
Make sure you have a solid understanding of wealth management, investment strategies, and market trends. Brush up on the latest financial products and services so you can confidently discuss them during your interview.
✨Build Rapport
Since relationship management is key for this role, practice how to build rapport quickly. Think about how you can connect with the interviewers by sharing relevant experiences or insights that demonstrate your understanding of client needs.
✨Showcase Your Presentation Skills
Prepare to present a mock portfolio performance or market insight during the interview. This will not only showcase your analytical skills but also your ability to communicate complex information clearly and effectively.
✨Demonstrate a Growth Mindset
Be ready to discuss how you've driven growth in previous roles. Share specific examples of how you've identified new business opportunities or improved processes, showing that you embody the operational excellence they’re looking for.