Job Summary

Job Description

What is the opportunity?

The Associate Director, Relationship Management is to provide an integrated wealth management service for clients identifying their needs and providing valued and trusted advice on an ongoing basis whilst protecting and retaining NIAT/Revenue for Wealth Management.

What will you do?

Achieve a deep understanding of the client's overall needs through accurate client discovery and data collection (i.e. KYC, Risk Profile).

Deliver a high degree of personal contact and open communication among clients and internal teams that creates a superior client experience.

Manage client relationships to maximize client retention and grow the business in compliance with the goals and objectives of the clients.

Develop an overall strategy to meet the client's needs whilst collaborating with specialist partners within RBC.

Provide specialist input based on the Associate Director's own knowledge, skills, and qualifications.

Wide ranging engagement with colleagues across the RBC network to bring the best ideas to your clients.

Proactively communicate with clients about current conditions in the financial markets.

Work with the rest of client team to ensure preparation of all presentations and review materials, including taking the lead on all Annual Reviews.

What do you need to succeed?

Must-have

Be trusted advisor, understanding client needs and nurturing strong, long term relationships with a passion for delivering exceptional service.

Extensive experience within a wealth management role.

Registration with the appropriate regulatory body: as permitted to give investment advice.

An appropriate professional qualification e.g. PCIAM (minimum Level 6).

Experience working in a matrix organisation.

Embrace challenges and continuously seek opportunities for learning and improvement.

Thrive in a fast paced environment by adapting to change and overcoming obstacles.

Take ownership demonstrating a proactive and problem solving approach.

Collaborate with a dynamic team, fostering innovation and shared success.

Be curious and drive positive change.

What is in it for you?

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.

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.

Flexible and hybrid working options fully supported.

Agency Notice

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.

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Job Skills

Commercial Acumen, Competitive Markets, Decision Making, Financial Regulation, Financial Services Industry, Group Problem Solving, Interpersonal Relationship Management, Investment Risk Management, Private Banking, Product Services

Additional Job Details

Address:

GASPÉ HOUSE, 66-72 ESPLANADE:SAINT HELIER

City:

Saint Helier

Country:

Jersey

Work hours/week:

36.25

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-02-17

Application Deadline:

2025-03-04

Note: 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 embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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