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, and entrepreneurs.
Role type
Senior IC Wealth Manager / Team Lead
Builds
Investment, financial planning, trust, credit, and banking solutions for private clients
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Relationship Management, Investment Consulting, Performance Management, Organizational Leadership, Business Development, Financial Planning, Trust & Credit Solutions, Market Analysis, Team Coaching, Strategic Planning
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 interactions to understand client financial and personal goals; Manage new business targets and contribute to group business plans; Articulate full breadth of RBC proposition (investment, lending, cash, trust); Lead and coach teams on performance and professional growth; Drive performance management including goal setting and reviews.