Job Description
Our Business: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 gaining a deep understanding of their financial goal, personal goals, and ambitions.
Operating with a growth mindset, managing a new business target, leading business development activities, and contributing towards the achievement of the group business plan, vision, and strategy.
Consistently articulating full breadth of RBC proposition (e.g. investment, lending, cash, and trust solutions) to clients and prospects. Working as part of the broader wealth management team, and introducing the right specialists to client relationships, where required, to enhance client experience and deliver exceptional client outcomes.
Always 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.
Leading and managing teams, providing guidance, coaching, and mentorship to ensure team members’ professional growth and delivery of exceptional services.
Driving performance management, including goal setting, performance reviews, individual development conversations, and planning
Level 6 CISI or CII. Level 4 can be considered if you have extensive experience to complement.
Significant experience within a wealth management role
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.
An extremely detailed and diverse knowledge of business sectors, current business 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.
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
Address:
16 ST HELEN'S PLACE:LONDONCity:
LondonCountry:
United KingdomWork hours/week:
35Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
2025-07-30Application Deadline:
2026-09-01Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveOur Employment OpportunitiesAt 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.Join our Talent Community
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