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Permanent

Associate Director, Wealth Manager

Manchester
money-bag Negotiable
205B7083882927FE0E7B0CF76D691070
Posted Yesterday

Overview

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Associate Director, Wealth Manager

role at

RBC Brewin Dolphin .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.What is the opportunity?

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. We are expanding our product suite and investing in technology and client-facing teams to deliver exceptional wealth management service. The Associate Director, Wealth Manager will be based in Manchester and will focus on delivering business targets, revenue growth, asset growth, client relationship management, and leading digital adoption. The role emphasizes maintaining existing client relationships and identifying new opportunities through origination and networks, with a focus on net revenue growth by achieving net sales targets.What will you do?

Manage and develop a client base, strengthen existing relationships, and generate new business.Lead interactions to understand clients’ and prospects’ financial goals, personal goals, and ambitions.Support growth by managing new business targets and contributing to office targets through business development activities.Articulate the full RBC proposition (investment, lending, cash, and trust solutions) to clients and prospects; collaborate with the broader wealth management team and introduce specialists when needed to enhance the client experience.Ensure clients are referred internally to the home of best fit solutions.Provide guidance, coaching, and mentorship to teammates to support professional growth and service delivery.What do you need to succeed?

Must-have:Level 6 CISI or CII.Demonstrable experience within a wealth management role.Proven relationship management skills with ability to understand client needs and communicate solutions with integrity.Broad knowledge of business sectors, market trends, and financial products to effectively communicate with clients.Ability to model positive behaviours and be a role model for colleagues.What is in it for you?

A comprehensive total rewards program including bonuses, flexible benefits and competitive compensationLeaders who support your development through coaching and opportunitiesOpportunities to work with the best in the fieldAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, high-performing teamA world-class training program in financial servicesAdditional details

Location: Manchester, United Kingdom | Work hours: 35 per week | Employment Type: Full time | Platform: Wealth Management | Pay Type: SalariedApplication deadline: 2025-09-22 | Posted: 2025-09-08Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.Inclusion and Equal Opportunity Employment: At RBC, we believe an inclusive workplace with diverse perspectives is core to growth. We strive to foster a workplace based on respect, belonging, and opportunity for all.

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