Director, Wealth Manager
Core
Lead and manage a client base to deliver net revenue growth, cumulative asset growth, and client relationship management while driving digital adoption.
Role type
Director, Wealth Manager (Senior IC)
Builds
Wealth management services (investments, financial planning, trust, credit, banking) for private clients including professionals, inheritors, business owners, entrepreneurs, intermediaries, and charities.
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Relationship Management, Investment Consulting, Organizational Leadership, Performance Management, Private Banking, Business Development, Financial Planning, Trust Solutions, Credit Solutions, Banking Solutions
Preferred skills
Level 6 CISI or CII certification, extensive wealth management experience, ability to drive team performance, deep knowledge of business sectors and market trends
Technologies
Digital solutions for wealth management
Responsibilities
Manage a client base and develop existing relationships; Lead business development and achieve net sales targets; Coach and mentor team members; Drive performance management and goal setting; Articulate full breadth of RBC proposition to clients; Refer clients to specialists when needed.