Director, Wealth Manager
RBC Wealth Management Europe · Birmingham
2 weeks ago
Not specifiedFull_timeprivate wealth managementinvestment advicefinancial planning
2 weeks ago
Workplace
Not specified
Employment
Full_time
Location
Birmingham
Posted
2 weeks ago
Summary
This director-level wealth manager role at RBC Wealth Management Europe focuses on developing new client business while maintaining and growing existing relationships. You’ll advise private clients on investment, lending, cash, and trust solutions, manage business targets, and lead and coach a team. The role is based in the United Kingdom; flexible working options are supported.
Responsibilities
- Develop a client base through new client generation
- Maintain and grow existing client relationships
- Manage new business targets and business development
- Explain investment, lending, cash, and trust solutions
- Refer clients to appropriate internal specialists
- Coach team members and support professional growth
- Set goals and conduct performance reviews
relationship managementinvestment consultinginvestment managementperformance managementprivate bankingcustomer service management
private wealth managementinvestment advicefinancial planningprivate bankingwealth lending and trust solutions