Wealth Manager

• Maintain existing client relationships and identify new opportunities through key origination tactics and networks
• Deliver net revenue growth for the group by focusing on achieving team and individual net sales targets
• Manage a predominantly financial planning client base, developing and maintaining existing client relationships, and further increasing business with the generation of new clients
• Have successful conversations with clients and prospects, developing a full understanding of their financial goals, personal goals, and ambitions
• Operate with a growth mindset and contribute towards the achievement of the branch business plan
• Proactively network through seeking opportunities with current, new, and potential clients
• Support business development events
• Clearly articulate the full breadth of RBC proposition (e.g. investment, lending, cash, and trust solutions) to clients and prospects
• Work as part of the broader wealth management team, and introduce the right specialists to client relationships, where required, to enhance client experience and deliver exceptional client outcomes
• Ensure clients are referred internally to ‘home of best fit’
• Confidently take clients through as much of the advice journey as possible before involving other specialist colleagues

• At least Level 4 CII or CISI (with FP & Advice paper)
• Demonstrable experience within a wealth management/wealth planning role with an in-depth understanding of complex wealth advice areas
• 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
• Knowledge of business sectors, current business developments, market trends, and financial products and services to effectively communicate with clients

Preference to have obtained, or working towards, Level 6 CII, or Level 7 CISI Chartered Wealth Manager

• 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