Base: not specified; bonus/equity: bonuses include...
Fully remote
Relationship management skills
Investment portfolio management
Stakeholder management
This role is fundamental to the evolution of the London Team and will contribute to the exciting growth opportunity for the National Team given developments within the sector
Job Summary
This role is fundamental to the evolution of the London Team and will contribute to the exciting growth opportunity for the National Team given developments within the sector.
The successful candidate will help develop strong partnerships with charity clients, tailor and actively manage investment portfolios, and identify new client relationships by developing business through key origination tactics and networks.
RBC offers a comprehensive total rewards program including bonuses, flexible benefits, competitive compensation, and opportunities for professional development and coaching.
Matching Summary
This role is fundamental to the evolution of the London Team and will contribute to the exciting growth opportunity for the National Team given developments within the sector.
Salary
Base: Not specified; Bonus/Equity: Bonuses included; Benefits: Flexible benefits and competitive compensation
Skills & Requirements
Must-have
relationship management skills
investment portfolio management
stakeholder management
excellent communication skills
ability to work under pressure
business development
compliance with FCA rules
Nice-to-have
proactive networking in local areas
team player
growth mindset
strong presentation skills
collaboration across departments
Key Requirements
Level 7 Chartered Wealth Manager qualification or equivalent