At a Glance
- Tasks: Manage client relationships and drive business growth in wealth management.
- Company: Join RBC, a leading name in wealth management with a people-first approach.
- Benefits: Enjoy competitive pay, flexible benefits, and world-class training opportunities.
- Other info: Be part of an inclusive workplace that values diversity and collaboration.
- Why this job: Make a real impact while working with top professionals in a dynamic team.
- Qualifications: Level 6 CISI or CII required; strong relationship management skills essential.
The predicted salary is between 60000 - 80000 € 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. 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?
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'll help to drive efficiency within the team to sustain business growth while ensuring good Adviser and client outcomes. A key part of the role will entail aspects such as client relationship management, leading digital adoption, and supporting other team members and colleagues.
What will you do?
- Responsible for management of a client base of Advisers and their underlying clients, developing and maintaining existing client relationships, and in partnership with Business Development Managers, further increasing business with the generation of new Adviser relationships and 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 contributing towards the achievement of the branch business plan.
- Fully understand the existing and new digital capabilities, driving client adoption as part of the overall advice led, wealth management proposition.
- 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.
- Ensure adherence to group values, policies, procedures and working practices. Managing and operating within a risk management framework. Adhering to Conduct Risk Standards.
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.
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.
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. 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.
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Intermediaries Wealth Manager in London employer: Royal Bank of Canada
RBC Wealth Management Europe is an exceptional employer, offering a dynamic and collaborative work environment in the heart of London. With a strong commitment to employee development, comprehensive benefits, and a culture that prioritises integrity and respect, we empower our team members to thrive while making a meaningful impact on clients and communities. Join us to be part of a world-class training programme and a high-performing team dedicated to delivering trusted financial advice.
StudySmarter Expert Advice🤫
We think this is how you could land Intermediaries Wealth Manager in London
✨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 Advisers on LinkedIn. The more connections you make, the better your chances of landing that dream job!
✨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 financial products. Be ready to discuss how you can help them achieve their goals—this will set you apart from the competition.
✨Tip Number 3
Practice your pitch! Whether it’s a casual coffee chat or a formal interview, being able to clearly articulate the RBC Adviser proposition is key. Prepare a few scenarios where you can demonstrate how you’ve successfully managed client relationships and driven business growth in the past.
✨Tip Number 4
Don’t forget to follow up! After meeting someone or having an interview, send a quick thank-you note or message. It shows you’re genuinely interested and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’d be a perfect fit for the role!
We think you need these skills to ace Intermediaries Wealth Manager in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in wealth management and relationship management. We want to see how your skills align with the role of Intermediaries Wealth Manager, so don’t hold back!
Showcase Your Achievements:When detailing your past roles, focus on specific achievements that demonstrate your ability to drive revenue growth and manage client relationships. Use numbers and examples to make your case stronger—this is your chance to shine!
Be Authentic:Let your personality come through in your application. We value integrity and a people-first approach, so don’t be afraid to share your passion for helping clients achieve their financial goals. Authenticity goes a long way!
Apply Through Our Website:We encourage you to submit your application directly through our website. It’s the best way to ensure it gets into the right hands and shows us you’re serious about joining our team at RBC Wealth Management Europe.
How to prepare for a job interview at Royal Bank of Canada
✨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 them during your interview.
✨Build Rapport
Since relationship management is key for this role, practice building rapport with your interviewer. Use active listening skills and ask insightful questions about their experiences at RBC to show your genuine interest in the company culture.
✨Showcase Your Achievements
Prepare to share specific examples of how you've successfully managed client relationships or driven business growth in previous roles. Use the STAR method (Situation, Task, Action, Result) to structure your responses clearly and effectively.
✨Embrace Digital Solutions
Familiarise yourself with the digital tools and platforms that RBC uses for wealth management. Be ready to discuss how you can leverage these technologies to enhance client engagement and drive efficiency within the team.
