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Royal Bank of Canada

Global banking, wealth management, and insurance

Director Wealth Manager

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeWinchester, UKIn-person

About the Job

Requirements

  • At least Level 6 CIB, CISI, or CII qualification; Level 4 may be considered with extensive complementary experience.
  • Significant experience in a wealth management role.
  • Proven relationship management skills, including understanding client needs, identifying and articulating solutions, communicating effectively, and earning client trust.
  • Detailed and diverse knowledge of business sectors, current business developments, market trends, and financial products and services to communicate effectively with clients.
  • Ability to model and drive positive behaviors in team members and colleagues.

Responsibilities

  • Develop a client base by generating new clients and developing and maintaining existing client relationships.
  • Lead interactions with wealth advice, ensuring a full understanding of clients’ and prospects’ financial goals, personal goals, and ambitions.
  • Manage a new business target, lead business development activities, and contribute to the group business plan, vision, and strategy.
  • Articulate the full breadth of RBC’s proposition, including investment, lending, cash, and trust solutions, to clients and prospects; work with the broader wealth management team and introduce appropriate specialists to enhance client experience and outcomes.
  • Ensure clients are referred internally to the home of best fit.
  • Guide clients through as much of the advice journey as possible before involving specialist colleagues.
  • Lead and manage teams, providing guidance, coaching, and mentorship to support team members’ professional growth and service delivery.
  • Drive performance management through goal setting, performance reviews, individual development conversations, and planning.

Desired Qualifications

  • Experience working in an organization undergoing significant change.

About the Company

Royal Bank of Canada

Global banking, wealth management, and insurance

What does RBC do? It provides a wide range of financial services including personal and commercial banking, wealth management, insurance, investor services, and capital markets to clients in Canada, the United States, and 27 other countries. How do its products work? It earns revenue from loans, mortgages, investment products, and advisory services, and uses technology to deliver a seamless client experience across a diversified set of financial services, with an emphasis on digital tools and customer service. How is RBC different from competitors? It combines scale and global reach with a principles-led culture, a strong focus on community impact, and a large, diverse workforce (94,000+ employees) to drive client outcomes and continuous innovation. What is RBC’s goal? To help clients prosper and communities thrive by delivering reliable financial solutions and services while adapting to changing needs and maintaining leadership in the financial sector.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1864

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