At a Glance
- Tasks: Manage client relationships and deliver tailored financial solutions for high-net-worth individuals.
- Company: Join RBC Brewin Dolphin, a leader in wealth management with a collaborative culture.
- Benefits: Enjoy competitive pay, bonuses, flexible benefits, and professional development opportunities.
- Other info: Be part of a progressive team that values diversity and innovation.
- Why this job: Make a real impact on clients' financial futures while advancing your career in a dynamic team.
- Qualifications: Level 4 CII/CISI certification required; experience in wealth management preferred.
The predicted salary is between 55000 - 65000 £ 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 Wealth Manager to lead client relationships in London and the South East. This is your chance 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 as well as drive revenue expansion by identifying and securing new client opportunities, leveraging your expertise and networks.
- 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.
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.
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 Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.
Business Development, Client Centricity, Communication, Long Term Planning
Address: 16 ST HELEN'S PLACE, LONDON
City: London
Country: United Kingdom
Work hours/week: 35
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.
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.
Join our Talent Community. Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planning) | Helens, UK in London employer: Financial Planning Firm
RBC Brewin Dolphin is an exceptional employer that prioritises employee growth and development within a dynamic and collaborative work culture. Located in the heart of London, we offer a comprehensive Total Rewards Program, including competitive compensation and flexible benefits, alongside opportunities to work with industry leaders and make a meaningful impact on clients' financial futures.
StudySmarter Expert Advice🤫
We think this is how you could land RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planning) | Helens, UK in London
✨Tip Number 1
Network like a pro! Attend industry events, join relevant online forums, and connect with professionals on LinkedIn. The more people you know, the better your chances of landing that Wealth Manager role.
✨Tip Number 2
Practice your pitch! Be ready to articulate your experience and how it aligns with RBC's values. A confident, clear presentation of your skills can make all the difference in interviews.
✨Tip Number 3
Showcase your expertise! Prepare case studies or examples of how you've successfully managed client relationships and driven growth. This will demonstrate your ability to deliver tailored solutions.
✨Tip Number 4
Don’t forget to follow up! After interviews, send a thank-you note expressing your appreciation for the opportunity. It keeps you top of mind and shows your enthusiasm for the role.
We think you need these skills to ace RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planning) | Helens, UK in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Wealth Manager role. Highlight your experience in financial planning and client relationship management, as these are key to what we're looking for.
Showcase Your Expertise:Don’t shy away from detailing your qualifications, especially your Level 4 CII/CISI certification. We want to see how your skills align with our needs, so be specific about your achievements in wealth management.
Communicate Clearly:Your written application should reflect your exceptional communication skills. Use clear and concise language to convey your ideas, and make sure to articulate how you can contribute to our team and clients.
Apply Through Our Website:We encourage you to apply directly through our website. This ensures your application is seen by the right people and gives you the best chance to join our dynamic team at RBC Brewin Dolphin.
How to prepare for a job interview at Financial Planning Firm
✨Know Your Stuff
Make sure you’re well-versed in the financial planning landscape. Brush up on your knowledge of investment strategies, tax implications, and estate planning. Being able to discuss these topics confidently will show that you’re not just a candidate, but a potential expert for their clients.
✨Build Rapport
During the interview, focus on building a connection with your interviewers. Ask insightful questions about their approach to client relationships and share your own experiences in cultivating long-term partnerships. This will demonstrate your client-centric mindset, which is crucial for a Wealth Manager.
✨Showcase Your Achievements
Prepare specific examples of how you’ve driven growth in previous roles. Whether it’s through strategic networking or securing new clients, having quantifiable achievements ready to discuss will highlight your ability to contribute to their revenue targets.
✨Embrace Digital Tools
Familiarise yourself with the latest digital tools and innovations in wealth management. Be ready to discuss how you’ve used technology to enhance client engagement and operational efficiency. This shows that you’re forward-thinking and ready to adapt to the evolving landscape of financial services.
