3 days ago Be among the first 25 applicantsOur BusinessRBC Wealth Management Europe provides comprehensive wealth management capabilities through RBC Brewin Dolphin and RBC Wealth Management to private clients, including professionals, inheritors, business owners, entrepreneurs, intermediaries and charities. We help clients meet their financial goals through investments, financial planning, trust, credit, and banking capabilities.What is the opportunity?RBC Wealth Management Europe’s 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’ve expanded our product suite to better serve our clients, and exciting initiatives are underway to enhance our use of technology, scale efficiently, free up more time for advisers, and offer greater client convenience. We are investing in client-facing teams to deliver an exceptional wealth management service. We are looking for a Wealth Manager to join our Waterloo Cohort. If you’re a director-level Advisor seeking a new opportunity at a pivotal time in our journey, we would love to hear from you.As a Director, Wealth Manager, you will be responsible for leading and managing business targets, delivering net revenue growth, cumulative asset growth, client relationship management and leading digital adoption. You will have an enhanced focus on maintaining existing client relationships and identifying new opportunities through key origination tactics and networks. You will deliver net revenue growth by focusing on achieving the team’s net sales target.What will you do?Responsible for the management of a client base, developing and maintaining existing client relationships, and further increasing business with the generation of new clients.Consistently leading interactions with wealth advice ensuring all interactions lead to a full understanding of clients and prospects, including their financial goals, personal goals, and ambitions.Operate with a growth mindset, manage a new business target, lead business development activities, and contribute towards the achievement of the group business plan, vision, and strategy.Consistently articulate the full breadth of RBC proposition (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 when required to enhance client experience and outcomes.Ensure clients are referred internally to the “home of best fit.”Confidently take clients through as much of the advice journey as possible before involving other specialists.Lead and manage teams, providing guidance, coaching, and mentorship to ensure professional growth and delivery of exceptional services.Drive performance management, including goal setting, performance reviews, individual development conversations, and planning.What do you need to succeed?Must-haveLevel 6 CISI or CII. Level 4 can be considered if you have extensive experience to complement.Significant experience within a wealth management role.Significant experience generating new business through successful origination tactics.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.Extensive knowledge of business sectors, current developments, market trends, and financial products and services to effectively communicate with clients.Acts as a role model and demonstrates a high degree of capacity to drive positive behaviours in team members and colleagues.What is in it for you?We thrive on the challenge to be our best — progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving mutual success.A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensationLeaders who support your development through coaching and managing opportunitiesOpportunities to work with the best in the fieldAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial servicesNoteInclusion and Equal Opportunity Employment: At RBC, we believe an inclusive workplace with diverse perspectives is core to our growth. We strive to foster a respectful, belonging, and opportunity-filled environment for all employees.Agency Notice: RBC Group does not accept agency resumés. Please do not forward resumés to our employees or other company locations. RBC Group only pays fees to agencies where there is a prior agreement. For additional details, contact the Recruitment function. #J-18808-Ljbffr