At a Glance
- Tasks: Manage client portfolios and develop relationships while driving new business opportunities.
- Company: Join RBC Brewin Dolphin, a leading wealth management firm with a collaborative culture.
- Benefits: Enjoy competitive pay, bonuses, flexible benefits, and world-class training.
- Other info: Work in a dynamic team environment with excellent career growth potential.
- Why this job: Make a real impact by delivering exceptional service and financial advice to clients.
- Qualifications: Experience in wealth management and a Level 7 Chartered Wealth Manager qualification required.
The predicted salary is between 40500 - 49500 £ per year.
We are looking for a Wealth Manager who is passionate about delivering an exceptional service for clients. You will be responsible for managing a portfolio of clients, developing and maintaining relationships, and contributing to the generation of new business. This role combines client relationship management and digital adoption, helping to drive efficiency whilst ensuring exceptional client outcomes.
This is a permanent, full-time role and requires 4 days in the office at our London office.
What will you do?
- Manage and develop a portfolio of client relationships
- Identify opportunities for new business generation
- Conduct comprehensive conversations with clients and prospects to understand their financial and personal goals and ambitions
- Deliver complex wealth advice, guiding clients through the full advice journey before involving specialist colleagues
- Clearly articulate the full breadth of RBC's wealth solutions to clients and prospects, enhancing the client experience
- Prepare and present proposals and client presentations, owning the overall client strategy and ensuring exceptional quality
- Drive operational efficiency and excellence within the team to sustain business growth whilst ensuring good client outcomes
What do you need to succeed?
- Previous experience as a Wealth Manager, managing client relationships
- Demonstrable expertise in delivering complex wealth advice
- Some knowledge of lending, cash, and trust solutions in order to present the length and breadth of our proposition
- Proven business development capabilities and ability to originate new business
- Level 7 Chartered Wealth Manager qualification, or equivalent relevant qualification
What is in it for you?
- A comprehensive Total Rewards Programme 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
- A world-class training programme in financial services.
RBC Group does not accept agency resumés. Please do not forward resumés to our employees or any other company location. RBC Group only pays fees to agencies where a prior agreement exists and does not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.
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.
RBC Brewin Dolphin - Wealth Manager in London employer: RBC Brewin Dolphin
RBC Brewin Dolphin is an exceptional employer, offering a dynamic work culture that prioritises collaboration and professional growth. Located in the picturesque South West of England, employees benefit from tailored training programmes and the opportunity to build meaningful relationships with high-net-worth clients, all while enjoying a supportive environment that values innovation and excellence.
StudySmarter Expert Advice🤫
We think this is how you could land RBC Brewin Dolphin - Wealth Manager in London
✨Tap into Campus Networks
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We think you need these skills to ace RBC Brewin Dolphin - Wealth Manager in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to RBC Brewin Dolphin.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on RBC Brewin Dolphin's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at RBC Brewin Dolphin
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with RBC Brewin Dolphin.
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✨Show Your Passion for Finance
Since this is a full-time position, employers at RBC Brewin Dolphin will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former RBC Brewin Dolphin employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
