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 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, trust and credit solutions, performance management, team leadership
Preferred skills
Change management experience
Technologies
Digital wealth management solutions
Responsibilities
Develop client base through new business generation and maintaining existing relationships; articulate full breadth of RBC proposition (investment, lending, cash, trust); lead and coach teams; drive performance management and goal setting
Seniority
Director level, hands-on leadership