Job Description
What will you do?
Responsible for the management of a predominantly financial planning client base, developing and maintaining existing client relationships, and further increasing business with the generation of new clients.
Having successful conversations with clients and prospects, developing a full understanding of their financial goals, personal goals, and ambitions.
Operating with a growth mindset and contributing towards the achievement of the branch business plan.
Proactively network through seeking opportunities with current, new, and potential clients. Able to support business development events.
Clearly articulate the full breadth of RBC proposition (e.g. investment, lending, cash, and trust solutions) to clients and prospects. Working as part of the broader wealth management team, and introducing the right specialists to client relationships, where required, to enhance client experience and deliver exceptional client outcomes.
Always ensure clients are referred internally to ‘home of best fit’.
Confidently take clients through as much of the advice journey as possible before involving other specialist colleagues.
What do you need to succeed?
Must-have
At least Level 4 CII. Preference to have obtained, or working towards, Level 6.
Demonstrable experience within a wealth management/wealth planning role with an in-depth understanding of complex wealth advice areas.
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.
Knowledge of business sectors, current business developments, market trends, and financial products and services to effectively communicate with clients.
Responsible for the management of a predominantly financial planning client base, developing and maintaining existing client relationships, and further increasing business with the generation of new clients.
Having successful conversations with clients and prospects, developing a full understanding of their financial goals, personal goals, and ambitions.
Operating with a growth mindset and contributing towards the achievement of the branch business plan.
Proactively network through seeking opportunities with current, new, and potential clients. Able to support business development events.
Clearly articulate the full breadth of RBC proposition (e.g. investment, lending, cash, and trust solutions) to clients and prospects. Working as part of the broader wealth management team, and introducing the right specialists to client relationships, where required, to enhance client experience and deliver exceptional client outcomes.
Always ensure clients are referred internally to ‘home of best fit’.
Confidently take clients through as much of the advice journey as possible before involving other specialist colleagues.
What do you need to succeed?
Must-have
At least Level 4 CII. Preference to have obtained, or working towards, Level 6.
Demonstrable experience within a wealth management/wealth planning role with an in-depth understanding of complex wealth advice areas.
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.
Knowledge of business sectors, current business developments, market trends, and financial products and services to effectively communicate with clients.
💡 Quick Summary
Seeking a career-building opportunity? The RBC Brewin Dolphin - Wealth Manager position is now open for candidates interested in the Bank Jobs sector. This role in India offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
