At a Glance
- Tasks: Lead client relationships and deliver tailored wealth solutions to high-net-worth individuals.
- Company: RBC Brewin Dolphin, a leading firm in wealth management.
- Benefits: Competitive salary, flexible working options, and professional development opportunities.
- Other info: Join a dynamic team focused on operational excellence and digital innovation.
- Why this job: Make a real impact on clients' financial futures while growing your network.
- Qualifications: Experience in wealth management and strong interpersonal skills.
The predicted salary is between 60000 - 80000 £ per year.
RBC Brewin Dolphin in the South West England region seeks a Wealth Manager to lead client relationships with high-net-worth individuals and families, delivering holistic wealth solutions and strategic planning. You will expand the client base through referrals and networking while articulating our comprehensive services, from investments to trust and lending, in a compliant, client-centric manner. The role emphasizes operational excellence, digital tools adoption, and collaboration.
We think you need these skills to ace Private Wealth Manager: Growth & Client Impact in Truro
Client Relationship Management
Holistic Wealth Solutions
Strategic Planning
Networking Skills
Investment Knowledge
Trust and Lending Expertise
Compliance Awareness
