Director, Wealth Manager in Bath

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.

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

• 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

• 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.

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.