RBC Brewin Dolphin - Wealth Manager
Hybrid
Core
Managing a portfolio of clients by delivering complex wealth advice, developing relationships, and generating new business.
Role type
Wealth Manager
Builds
Client relationships and new business for RBC's wealth solutions
Domain
Financial Services / Private Banking
Deliverable
client delivery
Required skills
Complex wealth advice, client relationship management, business development, lending/cash/trust solutions knowledge, Level 7 Chartered Wealth Manager qualification
Responsibilities
Manage and develop client portfolio, conduct comprehensive client conversations, deliver complex wealth advice, prepare and present proposals, drive operational efficiency