RBC Brewin Dolphin – Director, Wealth Manager (Charities)

RBC; Leeds; On-site; GBP 60,000 - 100,000; Full time

Job description

Job Summary

Job Description

What is the opportunity?

The Leeds office is looking for a Director to take on leadership and responsibility of the Charities Investment Management team. The team manages significant assets for a wide range of Charity and Institutional clients throughout Yorkshire and surrounding areas.

The successful candidate will help develop strong partnerships with existing and potential charity clients, tailoring and actively managing investment portfolios to meet their particular needs, reporting on progress and enhancing the relationship through value-added services.

You will seek to identify new client relationships and opportunities by developing business through key origination tactics and networks, ultimately building the profile of the Charities team.

What will you do?

• Be responsible for the management of a Charities client base, developing and maintaining existing client relationships, and further increasing business with the generation of new clients.
• Consistently leading interactions on Investment process and solutions, ensuring all interactions lead to a full understanding of the financial, personal goals and ambitions of the charities clients.
• Operate with a growth mindset, managing a new business target, leading business development activities, and contributing towards the achievement of the group business plan, vision, and strategy.
• Work as part of the broader Wealth Management Europe (WME) team, and introducing the right specialists to client relationships, where required, to enhance client experience and deliver exceptional client outcomes.
• Embody an operational excellence mindset to leverage the capacity created from process and system enhancements for growth.
• Lead and manage team, providing guidance, coaching, and mentorship to ensure team members’ professional growth and delivery of exceptional services.
• Drive performance management, including goal setting, performance reviews, individual development conversations, and planning.
• Meet FCA qualification and WME internal requirements for authorisation to provide advice in complex and specialised areas as required.

What do you need to succeed?

Must-have

• Previous experience working with and managing assets on behalf of Charities clients.
• Level 6 CIB, CISI or CII and maintains SPS in line with professional body requirements.
• Registration with the appropriate regulatory body: as permitted to give advice.
• Significant experience within a Wealth Management role.
• Proven Relationship Management skills: Have an ability to understand client needs and the knowledge and communication skills to identify and articulate issues and solutions.
• Superior Business development skills.

Nice-to-have

• Previous people management experience.

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 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.

#RBCBD

Job Skills

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

Additional Job Details

Address: 10 WELLINGTON PLACE:LEEDS

City: Leeds

Country: United Kingdom

Work hours/week: 35

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-04-15

Application Deadline: 2025-04-29

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 believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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