Director, Wealth Manager
Core
Lead and manage business targets, deliver net revenue and cumulative asset growth, and manage client relationships for private clients including professionals, inheritors, business owners, entrepreneurs, intermediaries, and charities.
Role type
Senior IC wealth manager (Director level)
Builds
Investment, financial planning, trust, credit, and banking solutions
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Client relationship management, business development, financial planning, investment consulting, performance management, team leadership, regulatory compliance (CIB/CISI/CII)
Preferred skills
Experience in organizations undergoing significant change
Technologies
Digital wealth management platforms
Responsibilities
Develop client base through new business generation and maintaining existing relationships; lead wealth advice interactions to understand client financial and personal goals; articulate full breadth of RBC proposition; refer clients internally to best-fit specialists; lead and coach teams; drive performance management and goal setting.