Private Wealth Manager – Grow Client Wealth & Relationships

Private Wealth Manager – Grow Client Wealth & Relationships

Full-Time 50000 - 70000 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Lead client relationships and deliver tailored financial plans to grow client wealth.
  • Company: Join RBC Brewin Dolphin, a trusted name in financial planning.
  • Benefits: Enjoy competitive pay, a supportive team, and opportunities for professional growth.
  • Other info: Work in a dynamic environment with a focus on client success.
  • Why this job: Make a real difference in clients' lives while expanding your financial expertise.
  • Qualifications: Experience in financial planning and strong relationship-building skills.

The predicted salary is between 50000 - 70000 Β£ per year.

RBC Brewin Dolphin is hiring a Financial Planning-focused Wealth Manager to lead client relationships across Bath, Bristol and Cheltenham.

The role requires 4 days-per-week in-office with a private-client focus and a track record of delivering tailored financial plans.

You will expand the client base, provide holistic wealth solutions, and collaborate with a strong support team to drive revenue while upholding the firm’s trusted advisory standards.

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Private Wealth Manager – Grow Client Wealth & Relationships 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.

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Contact Details:

0000050471 RBC Europe Limited Recruitment Team

We think you need these skills to ace Private Wealth Manager – Grow Client Wealth & Relationships

Financial Planning
Client Relationship Management
Wealth Management
Tailored Financial Solutions
Business Development
Revenue Generation
Collaboration