At a Glance
- Tasks: Build relationships with high-net-worth clients and deliver tailored financial solutions.
- Company: Join RBC Wealth Management, a leader in financial planning and investment services.
- Benefits: Competitive salary, career growth opportunities, and a supportive team environment.
- Other info: Permanent role with 4 days in the office in Edinburgh.
- Why this job: Shape exceptional client outcomes while advancing your career in a dynamic setting.
- Qualifications: Level 4 CII/CISI certification and strong networking skills required.
The predicted salary is between 80000 - 100000 £ per year.
What is the opportunity? 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 personalized 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 4 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.
