At a Glance
- Tasks: Lead client relationships and deliver tailored financial strategies.
- Company: RBC Brewin Dolphin, a collaborative and high-performing wealth management firm.
- Benefits: Flexible hybrid work model with four in-office days and competitive compensation.
- Other info: Join a supportive team and thrive in a dynamic environment.
- Why this job: Make a real impact on clients' financial futures while growing your professional network.
- Qualifications: Experience in financial planning and strong relationship-building skills.
The predicted salary is between 49500 - 60500 £ per year.
RBC Brewin Dolphin in Bath is seeking a Wealth Manager focused on financial planning to lead client relationships in the West of England. You will oversee a dedicated client base and deliver tailored strategies across investments, trusts, lending, and financial planning, with four in-office days per week in Bath, Bristol, or Cheltenham.
Join a collaborative, high-performing team and help expand the client base through networking and referrals while upholding our client-first values.
Hybrid Wealth Manager - Private Client Planning in Bath employer: RBC Brewin Dolphin
RBC Brewin Dolphin is an exceptional employer, offering a dynamic and collaborative work environment where innovation thrives. As a Director in the Intermediaries department, you will benefit from a comprehensive Total Rewards Programme, including competitive compensation and flexible benefits, while having the opportunity to lead transformational initiatives that make a lasting impact. With a strong focus on employee development and a world-class training programme, you will be supported in your career growth within a high-performing team dedicated to delivering trusted advice and making a difference in the community.
