Karve
Browse all jobs

Director, Wealth Manager

RBC Wealth Management Europe · Birmingham

2 weeks ago

Not specifiedFull_timeprivate wealth managementinvestment advicefinancial planning

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