Director, Intermediaries Investment Manager

Overview

Our Business: RBC Wealth Management Europe provides comprehensive wealth management capabilities through RBC Brewin Dolphin and RBC Wealth Management to private clients, including professionals, inheritors, business owners, entrepreneurs, intermediaries and charities. We help clients meet their financial goals through investments, financial planning, trust, credit, and banking capabilities.

RBC Wealth Management Europe’s vision is to be the most trusted name in world-class wealth management—driven by expert advice, a people-first approach, and cutting-edge digital solutions.

The Intermediaries Investment Management team in Nottingham plays a vital role in managing significant assets for advisory firms and their clients. We are seeking a Director-level Intermediaries Investment Manager to join the team and be principally responsible for delivering net revenue growth for the Intermediary business. Partnering with the Business Development team, you will drive transformative growth and identify opportunities to expand our advisor network and deepen existing relationships, contributing to overall revenue growth.

• Responsible for management of a client base of Advisers and their underlying clients
• Manage and have broad and deep conversations with Advisers, clients and prospects, developing a full understanding of their financial and personal goals and ambitions.
• Effectively present portfolio performance and timely market insights to clients and Advisers while demonstrating comprehensive understanding of investments and exceptional presentation skills.
• Proactive focus on originating new business opportunities through Advisers.
• Proactively network through seeking opportunities with current, new and potential Advisers and clients. Able to support business development events.
• Clearly articulate the full breadth of the RBC Adviser proposition and solutions to existing and prospect Advisers and clients.
• Help to drive efficiency within the branch office/ team to sustain business growth while ensuring good client outcomes.
• Operate with a growth mindset and embody operational excellence and contributing towards the achievement of the branch business plan.
• Meeting FCA qualification and internal requirements for authorisation to create and sign off Investment Proposals and manage clients assets in line with the Investment Mandate.

• Ideally level 7 Chartered Wealth Manager or equivalent. However, level 4 or 6 can be considered if you have extensive experience to complement.
• Significant experience within a wealth management role.
• Proven Relationship Management skills, with ability to understand client needs, the knowledge and communication skills to identify and articulate solutions and the integrity to earn the client’s trust.
• An extremely detailed and diverse knowledge of business sectors, current business developments, market trends, and financial products and services to effectively communicate with clients.
• Acts as a role model and demonstrates a high degree of capacity to drive positive behaviours in team members and colleagues.

We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation.
• Leaders who support your development through coaching and managing opportunities.
• Opportunities to work with the best in the field.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.
• A world-class training program in financial services.

RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

Communication, Customer Service Management, Interpersonal Relationship Management, Investment Consulting, Investment Management, Investment Performance Measurement, Organizational Leadership, Performance Management, Private Banking, Product Services, Results-Oriented

Address: STATION STREET: NOTTINGHAM
City: Nottingham
Country: United Kingdom
Work hours/week: 35
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date:
Final date to receive applications:

Note: Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above

Our Employment Opportunities:
At RBC, we are guided by living shared values of Client First, Integrity,…