At a Glance
- Tasks: Build lasting relationships and deliver tailored wealth solutions to high-net-worth clients.
- Company: Join RBC Wealth Management, a leader in financial planning and investment services.
- Benefits: Enjoy competitive pay, bonuses, flexible benefits, and career development support.
- Other info: Work with top professionals in a high-performing team focused on growth.
- Why this job: Make a real impact on clients' financial futures in a dynamic, collaborative environment.
- Qualifications: Level 4 CII/CISI certification required; proven experience as a Wealth Manager preferred.
The predicted salary is between 50000 - 70000 £ per year.
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 Wealth Manager to lead client relationships in South West England. This is your chance to shape exceptional client outcomes while advancing your career in a collaborative, forward‑thinking environment.
Responsibilities
- 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.
Qualifications
- Hold a Level 4 CII/CISI certification 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 areas with integrity and precision.
- Exceptional communication skills, market insight, and trust‑building abilities to become clients’ go‑to advisor.
Benefits
- 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.
Location & Employment Details
- Address: Vantage Point, Woodwater Park, Pynes Hill, Exeter, United Kingdom.
- Work Hours per Week: 35
- Employment Type: Full time
- Platform: WEALTH MANAGEMENT
- Job Type: Regular
- Pay Type: Salaried
RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planner) in Truro 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.
