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- Tasks: Lead client relationships and deliver tailored financial solutions for high-net-worth individuals.
- Company: Join RBC Wealth Management, a leader in empowering clients to achieve their financial goals.
- Benefits: Enjoy competitive pay, bonuses, flexible benefits, and opportunities for professional growth.
- Why this job: Shape exceptional client outcomes while advancing your career in a dynamic, collaborative environment.
- Qualifications: Level 4 CII/CISI certification required; experience in wealth management preferred.
- Other info: Work in a progressive team that values community impact and personal development.
The predicted salary is between 80000 - 100000 ÂŁ 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 personalised 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 (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.
- Nice-to-have: Experience in people management is a plus, though not required. However, a willingness to manage team members in future is key.
What is in it for you? 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 Brewin Dolphin - Director, Wealth Manager (Wealth Planner / Financial Planning) employer: RBC Brewin Dolphin
Contact Detail:
RBC Brewin Dolphin Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land RBC Brewin Dolphin - Director, Wealth Manager (Wealth Planner / Financial Planning)
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups, and don’t be shy about reaching out to potential clients or colleagues on LinkedIn. The more connections you make, the better your chances of landing that dream role.
✨Tip Number 2
Showcase your expertise! When you’re chatting with potential clients or during interviews, make sure to highlight your knowledge in financial planning and wealth management. Share success stories and how you’ve helped clients achieve their goals—this will set you apart from the competition.
✨Tip Number 3
Be proactive! Don’t just wait for opportunities to come to you. Reach out to companies you admire, like RBC Brewin Dolphin, and express your interest in working with them. A well-timed email can open doors you didn’t even know existed!
✨Tip Number 4
Utilise our website! We’ve got loads of resources and job listings that can help you find the right fit. Plus, applying through our site gives you a better chance of being noticed by hiring managers. So, don’t miss out—check it out and apply today!
We think you need these skills to ace RBC Brewin Dolphin - Director, Wealth Manager (Wealth Planner / Financial Planning)
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in wealth management and financial planning. We want to see how your skills align with the role, so don’t hold back on showcasing your achievements!
Showcase Your Communication Skills: Since exceptional communication is key for this role, use your application to demonstrate your ability to articulate complex ideas clearly. We love seeing candidates who can convey their thoughts effectively, so let your personality shine through!
Highlight Your Networking Experience: As a Director, you’ll need to drive growth through networking and referrals. Share examples of how you've successfully built relationships in the past. We’re looking for evidence of your ability to expand client bases and create lasting partnerships.
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at RBC Brewin Dolphin
✨Know Your Stuff
Make sure you’re well-versed in the financial planning landscape, especially around tax and estate planning. Brush up on RBC's services and how they can benefit high-net-worth clients. This will show your expertise and help you articulate tailored solutions during the interview.
✨Build Rapport
Since this role involves cultivating deep relationships, practice your communication skills. Be ready to share examples of how you've built trust with clients in the past. A friendly, engaging approach can make a lasting impression on your interviewers.
✨Showcase Your Leadership Skills
Even if you haven’t managed a team yet, think about how you would lead and mentor others. Prepare to discuss your vision for team empowerment and how you would align your team’s goals with RBC’s objectives. This shows you’re ready for the director-level responsibilities.
✨Prepare Questions
Have insightful questions ready about the company culture, growth opportunities, and how success is measured in this role. This not only demonstrates your interest but also helps you gauge if RBC Brewin Dolphin is the right fit for you.