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About the Role
RBC Wealth Management Europe is seeking a Director-level Advisor to lead business targets, drive revenue and asset growth, manage client relationships, and champion digital adoption. This role involves identifying new opportunities, achieving sales targets, and enhancing client experience through a comprehensive understanding of their financial goals.
Responsibilities
- Manage a client base, developing and maintaining existing client relationships, and generating new business.
- Lead interactions with wealth advice, ensuring a full understanding of clients' and prospects' financial and personal goals.
- Operate with a growth mindset, manage new business targets, and lead business development activities.
- Articulate the full breadth of RBC's proposition to clients and prospects.
- Introduce specialists to client relationships where required to enhance client experience.
- Refer clients internally to the 'home of best fit'.
- Guide clients through the advice journey before involving specialist colleagues.
- Lead and manage teams, providing guidance, coaching, and mentorship.
- Drive performance management, including goal setting, performance reviews, and development conversations.
Requirements
- Level 6 CISI or CII qualification. Level 4 considered with extensive experience.
- Significant experience in a wealth management role.
- Proven Relationship Management skills, with the ability to understand client needs and articulate solutions.
- Detailed and diverse knowledge of business sectors, market trends, and financial products and services.
- Acts as a role model, demonstrating capacity to drive positive behaviors in team members and colleagues.
Skills
- Communication
- Customer Service Management
- Interpersonal Relationship Management
- Investment Consulting
- Investment Management
- Investment Performance Measurement
- Organizational Leadership
- Performance Management (PM)
- Private Banking
- Product Services
- Results-Oriented
Location
- 16 ST HELEN'S PLACE:LONDON
- London
- United Kingdom
Work Type
- Full time
- Regular
Experience Level
- Director-level
Education Level
- Level 6 CISI or CII
- Level 4 CISI or CII (with extensive experience)
Benefits
- A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation.
About the Company
- RBC Wealth Management Europe provides comprehensive wealth management capabilities through RBC Brewin Dolphin and RBC Wealth Management to private clients.
- Our 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 are investing in our client-facing teams, equipping them with the skills and expertise needed to deliver an exceptional wealth management service.
- 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.
Equal Opportunity
- 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.