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Royal Bank of Canada

Global banking, wealth management, and insurance

Wealth Manager

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeLondon, UKNo salary listed

About the Job

Requirements

  • Previous experience as a Wealth Manager managing client relationships.
  • Demonstrable expertise in delivering complex wealth advice.
  • Knowledge of lending, cash, and trust solutions sufficient to present the breadth of the proposition.
  • Proven business development capabilities and ability to originate new business.
  • Level 7 Chartered Wealth Manager qualification or an equivalent relevant qualification.

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 while ensuring good client outcomes.

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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