At a Glance
- Tasks: Lead financial planning for high-net-worth clients and develop tailored strategies.
- Company: RBC Brewin Dolphin, a leading wealth management firm with a client-focused approach.
- Benefits: Permanent role with competitive salary and a collaborative work environment.
- Other info: Opportunity to work in Bath, Bristol, or Cheltenham with excellent growth potential.
- Why this job: Make a real difference in clients' financial futures while growing your career.
- Qualifications: Experience in wealth management and strong relationship-building skills.
The predicted salary is between 49500 - 60500 £ per year.
RBC Brewin Dolphin in Bath, Bristol or Cheltenham seeks a Wealth Manager focused on financial planning to lead and grow a base of high-net-worth clients.
This permanent, full-time role requires four days in the office and offers a collaborative, client-centric environment.
You will deliver tailored financial strategies, build lasting relationships, and contribute to revenue growth while upholding the RBC values and service standards across the West of England.
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Wealth Manager – High‑Net‑Worth Planning & Growth in Cheltenham 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.
