Summary

This director-level wealth manager role develops a client base by winning new clients and growing existing relationships. You will deliver wealth advice and RBC’s investment, lending, cash, and trust solutions while leading and coaching a team. The role is based at the Newcastle upon Tyne office, with flexible working options supported.

Responsibilities

• Develop a client base through new client acquisition
• Maintain and grow existing client relationships
• Manage new business and team net sales targets
• Assess clients’ financial goals and wealth needs
• Present investment, lending, cash, and trust solutions
• Coach team members and manage their performance