At a Glance
- Tasks: Lead client relationships and deliver tailored financial solutions for high-net-worth individuals.
- Company: Join RBC Wealth Management, a leader in financial services with a collaborative culture.
- Benefits: Enjoy competitive pay, bonuses, flexible benefits, and professional development opportunities.
- Other info: Work in a supportive team that values diversity and innovation.
- Why this job: Shape exceptional client outcomes while advancing your career in a dynamic environment.
- Qualifications: Level 4 CII/CISI certification and proven experience as a Wealth Manager.
The predicted salary is between 80000 - 100000 £ 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. As part of our dynamic growth, the RBC Brewin Dolphin business is seeking a Director‑Level Wealth Manager to lead client relationships in Edinburgh and surrounding areas. This is your chance to shape exceptional client outcomes while advancing your career in a collaborative, forward‑thinking environment.
As a Director, 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 as well as drive revenue expansion by identifying and securing new client opportunities, leveraging your expertise and networks. This is a permanent, full‑time role and requires four days in the office in Edinburgh.
What will you do?
- Build Lasting Partnerships: Cultivate deep relationships with high‑net‑worth individuals and families, understanding their unique financial and personal goals to deliver holistic wealth solutions, with the support of an excellent support team.
- Drive Growth with Impact: Leverage your expertise to expand our client base through strategic networking, referrals, and business development initiatives, directly 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.
- Team Empowerment: Lead, mentor, and develop a team, driving performance through coaching, goal‑setting, and alignment with RBC’s vision.
What do you need to succeed?
- Must‑have: Hold a Level 4 CII/CISI certification (with FP & Advice paper) 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 advice areas (e.g., tax, estate planning) with integrity and precision. Exceptional communication skills, market insight, and trust‑building abilities to become clients’ go‑to advisor.
- Nice‑to‑have: Experience in people management is a plus, though not required. However, a willingness to manage team members in the future is key.
What is in it for you?
- 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.
Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.
Location: 144 Morrison Street, Edinburgh, United Kingdom. Work hours: 35 hours per week. Employment Type: Full time. Pay Type: Salaried. Platform: Wealth Management. Job Type: Regular.
Rbc Brewin Dolphin - Director, Wealth Manager (Wealth Planner / Financial Planning) 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
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We think you need these skills to ace Rbc Brewin Dolphin - Director, Wealth Manager (Wealth Planner / Financial Planning)
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