Summary

Lead client growth and wealth advice as a Director, Wealth Manager, developing new client business while maintaining and growing existing relationships. The role includes leading and coaching team members and is based at RBC's Winchester office; flexible working options are supported.

Responsibilities

• Develop the client base through new client acquisition
• Maintain and grow existing client relationships
• Identify prospects through origination tactics and networks
• Explain investment, lending, cash, and trust solutions
• Guide clients through the wealth advice journey
• Introduce specialists to meet client needs
• Lead and coach wealth management team members
• Set goals and conduct performance reviews