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About the Role
We are looking for a Wealth Manager passionate about delivering exceptional client service. This role involves managing client portfolios, developing relationships, and driving new business. It combines client relationship management with digital adoption to enhance efficiency and client outcomes.
Responsibilities
- Manage and develop a portfolio of client relationships
- Identify opportunities for new business generation
- Conduct comprehensive conversations with clients and prospects to understand their financial and personal goals and ambitions
- Deliver complex wealth advice, guiding clients through the full advice journey before involving specialist colleagues
- Clearly articulate the full breadth of RBC's wealth solutions to clients and prospects, enhancing the client experience
- Prepare and present proposals and client presentations, owning the overall client strategy and ensuring exceptional quality
- Drive operational efficiency and excellence within the team to sustain business growth whilst ensuring good client outcomes
Requirements
- Previous experience as a Wealth Manager, managing client relationships
- Demonstrable expertise in delivering complex wealth advice
- Some knowledge of lending, cash, and trust solutions in order to present the length and breadth of our proposition
- Proven business development capabilities and ability to originate new business
Skills
- Commercial Acumen
- Competitive Markets
- Decision Making
- Financial Regulation
- Financial Services Industry
- Group Problem Solving
- Interpersonal Relationship Management
- Investment Risk Management
- Private Banking
- Product Services
Location
- London, United Kingdom
Work Type
- Permanent
- Full-time
- Hybrid
Education Level
- Level 7 Chartered Wealth Manager qualification, or equivalent relevant qualification
Benefits
- A comprehensive Total Rewards Programme 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 programme in financial services.
About the Company
- 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.
Equal Opportunity
- RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.