At a Glance
- Tasks: Lead and inspire a talented team while driving business growth and transformation.
- Company: Join RBC Brewin Dolphin, a leader in wealth management with a progressive culture.
- Benefits: Enjoy a supportive environment, coaching opportunities, and the chance to make a real impact.
- Why this job: Shape the future of our South West offices and foster a collaborative, values-driven culture.
- Qualifications: Proven leadership experience in wealth management and strong emotional intelligence.
- Other info: Be part of a dynamic team focused on client success and community impact.
The predicted salary is between 43200 - 72000 £ per year.
We are seeking an experienced, transformative leader to head our South West (SW) offices, which comprises Exeter, Plymouth and Truro. This is a strategic leadership role focused on driving the success of our business in line with the RBC Wealth Management Europe Thrive 2030 strategy. You will drive meaningful business transformation, champion a progressive culture and lead the office with clarity, empathy and vision. This is an opportunity for someone who brings a strong track record of leadership in complex environments with a passion for driving business growth, and inspiring teams. You will play a pivotal role in shaping the strategic direction and structure of the office whilst ensuring exceptional client service and fostering a collaborative, values‑driven environment.
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. The Exeter, Plymouth and Truro offices form part of the RBC Brewin Dolphin office network, managing significant assets on behalf of clients. They support clients by providing bespoke discretionary investment management and wealth planning whilst drawing on the expertise across RBC’s wider banking capabilities. They combine the best of local understanding with global scale and perspective.
What will you do?
- Set and execute the strategic direction of the WOE team, aligned with the RBC WME Thrive 2030 vision and strategy
- Deliver sustainable growth and revenue by a relentless focus on maximizing business opportunities and target markets
- Build and sustain a people‑centred culture focused on inclusion, trust, accountability and performance
- Act as a visible and authentic leader, supporting personal development, wellbeing and collaborative working practices
- Cultivate a positive office culture that aligns with our values and encourages personal development
- Lead, inspire and develop a talented team across the whole office
- Empower others to lead, use initiative and take ownership and accountability
- Promote and execute growth strategies while enhancing RBC presence in the local market
- Ensure compliance with regulatory standards and drive operational excellence
- Monitor office performance, budgeting and profitability, making strategic decisions to ensure growth
- Foster a strong risk culture and a proactive approach to regulatory and reputational considerations, acting with integrity and good conduct
What do you need to succeed?
- Genuine followership by leading with integrity, humility and consistent, values‑based behaviour
- Extensive leadership track record in leading large wealth management teams undergoing significant change and a solid understanding of wealth management
- Strong emotional intelligence and the ability to build a strong team to lead the office alongside you
- A growth mind‑set with excellent communication, influencing and listening skills
- A passion for driving business improvement and good culture in complex organisations
- Experience leading diverse teams, managing through change and cultivating client trust and loyalty
- Strong understanding of financial markets, risk management and regulatory requirements
- Ability to drive results, build a strong team and meet deadlines in a fast‑paced environment
Nice‑to‑have
- Existing relationships with the business community in South West is highly desirable
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.
- 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
RBC Brewin Dolphin - Senior Director, Head of Office - South West England in Exeter employer: RBC
Contact Detail:
RBC Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land RBC Brewin Dolphin - Senior Director, Head of Office - South West England in Exeter
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join local business groups, or even reach out on LinkedIn. The more connections you make, the better your chances of landing that senior director role.
✨Tip Number 2
Show off your leadership skills! When you get the chance to chat with potential employers, share specific examples of how you've transformed teams or driven growth in previous roles. They want to see that you can lead with clarity and vision.
✨Tip Number 3
Be authentic! When you're in interviews or networking situations, let your personality shine through. Employers are looking for someone who can foster a positive office culture, so being genuine will help you stand out.
✨Tip Number 4
Apply through our website! We love seeing candidates who take the initiative to apply directly. It shows you're serious about the opportunity and gives you a better chance to showcase your fit for the role.
We think you need these skills to ace RBC Brewin Dolphin - Senior Director, Head of Office - South West England in Exeter
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to reflect the specific skills and experiences that align with the Senior Director role. Highlight your leadership track record and how it relates to driving business growth in complex environments.
Showcase Your Vision: In your application, share your vision for the South West offices and how you plan to implement the RBC Wealth Management Europe Thrive 2030 strategy. This will demonstrate your strategic thinking and commitment to the role.
Emphasise Cultural Fit: RBC values a people-centred culture, so be sure to mention your approach to fostering inclusion, trust, and accountability within teams. Share examples of how you've built strong team dynamics in previous roles.
Apply Through Our Website: We encourage you to submit your application through our website for the best chance of being noticed. It’s the easiest way for us to keep track of your application and ensure it gets to the right people!
How to prepare for a job interview at RBC
✨Know the Company Inside Out
Before your interview, dive deep into RBC Brewin Dolphin's values, mission, and the Thrive 2030 strategy. Understanding their approach to wealth management and how they support clients will help you align your answers with their goals.
✨Showcase Your Leadership Style
Prepare to discuss your leadership experiences, especially in complex environments. Highlight specific examples where you've driven transformation and built a people-centred culture, as this role demands a strong leader who can inspire and develop teams.
✨Demonstrate Emotional Intelligence
Be ready to talk about how you've built trust and loyalty within diverse teams. Share instances where your emotional intelligence helped navigate challenges or foster collaboration, as this is crucial for leading the South West offices.
✨Prepare for Strategic Discussions
Think about how you would set and execute strategic directions for the office. Be prepared to discuss growth strategies and how you would enhance RBC's presence in the local market, showcasing your understanding of financial markets and regulatory requirements.