Director, Wealth Manager
Core
Lead and manage business targets, deliver net revenue and asset growth, and manage client relationships for private clients including professionals, inheritors, and business owners.
Role type
Senior Individual Contributor (Director) Wealth Manager
Builds
Wealth management services including investments, financial planning, trust, credit, and banking capabilities
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 and maintain existing relationships, lead wealth advice interactions, manage new business targets, articulate full breadth of RBC proposition, coach and mentor team members, drive performance management
Seniority
Senior, hands-on IC with team leadership