At a Glance
- Tasks: Build lasting relationships and deliver tailored wealth solutions to high-net-worth clients.
- Company: Join RBC Wealth Management, a leader in financial planning and investment services.
- Benefits: Enjoy competitive pay, bonuses, flexible benefits, and professional development opportunities.
- Other info: Be part of a high-performing team that values growth and community impact.
- Why this job: Make a real impact while working in a dynamic and collaborative environment.
- Qualifications: Level 4 CII/CISI certification required; experience as a Wealth Manager preferred.
The predicted salary is between 50000 - 70000 £ per year.
At RBC Wealth Management Europe, we empower private clients—from professionals and entrepreneurs to charities and inheritors—to achieve their financial aspirations through tailored investments, strategic financial planning, trust services, credit solutions, and banking expertise. The RBC Brewin Dolphin business is seeking a Wealth Manager to lead client relationships in South West England. This is a role to shape exceptional client outcomes while advancing your career in a collaborative, forward‑thinking environment.
As a Wealth Manager, you will oversee and manage a dedicated client base with diverse financial planning needs, ensuring tailored solutions and exceptional service. You will strengthen existing client relationships through proactive engagement and personalised financial strategies while driving revenue expansion by identifying and securing new client opportunities, leveraging your expertise and networks.
What will you do?
- Build Lasting Partnerships: Cultivate deep relationships with high‑net‑worth individuals and families to deliver holistic wealth solutions with the support of an excellent team.
- Drive Growth with Impact: Expand the client base through strategic networking, referrals, and business development initiatives, contributing to team and individual revenue targets.
- Champion the RBC Proposition: Articulate our comprehensive suite of services—from investment strategies to trust and lending solutions—with confidence and clarity, ensuring clients receive seamless, best‑in‑class advice.
- Operational Excellence: Harness digital tools and process innovations to enhance efficiency, client adoption, and scalable growth.
What do you need to succeed?
- Hold a Level 4 CII/CISI certification as a minimum, with progress toward Level 6 CII or Chartered Wealth Manager (CISI Level 7) preferred.
- Demonstrated track record as a successful Wealth Manager / Financial Planner, navigating complex areas with integrity and precision.
- Exceptional communication skills, market insight, and trust‑building abilities to become clients’ go‑to advisor.
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.
- A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
- 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
Rbc Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planner) in Exeter employer: 0000050471 RBC Europe Limited
At RBC Wealth Management Europe, we pride ourselves on being an exceptional employer, offering a dynamic and collaborative work culture that empowers our Wealth Managers to thrive. Located in the picturesque South West England, our team enjoys a comprehensive Total Rewards Program, ongoing professional development opportunities, and the chance to make a meaningful impact on clients' financial futures. Join us to be part of a forward-thinking environment where your expertise is valued and your growth is supported.
Contact Details:
0000050471 RBC Europe Limited Recruitment Team
