Senior Wealth Manager β€” Private Clients (West of England) in Bath

Senior Wealth Manager β€” Private Clients (West of England) in Bath

Bath Full-Time 60000 - 80000 Β£ / year (est.) No working from home possible
RBC

At a Glance

  • Tasks: Lead client relationships and create tailored financial plans for high-net-worth individuals.
  • Company: Join RBC Brewin Dolphin, a leader in wealth management with a strong reputation.
  • Benefits: Competitive salary, performance bonuses, and opportunities for professional growth.
  • Other info: Work across beautiful locations like Bath, Bristol, and Cheltenham.
  • Why this job: Make a real difference in clients' lives while driving revenue growth in a collaborative team.
  • Qualifications: Experience in wealth management and strong relationship-building skills.

The predicted salary is between 60000 - 80000 Β£ per year.

RBC Brewin Dolphin is seeking a Wealth Manager to lead client relationships in the West of England, focusing on tailored financial planning and investment strategies for high-net-worth individuals and families.

The role involves building partnerships, driving revenue growth, and delivering best-in-class wealth solutions across Bath, Bristol, and Cheltenham.

The successful candidate will manage a dedicated client base, leverage networks, and work in a collaborative environment.

Senior Wealth Manager β€” Private Clients (West of England) in Bath employer: RBC

RBC is an excellent employer, offering a dynamic work environment in London that fosters professional growth and collaboration within a high-performing team. Employees benefit from a competitive compensation package, comprehensive development opportunities, and the chance to work on innovative projects like the ATOM application, making it a rewarding place for those passionate about finance and technology.

RBC

Contact Details:

RBC Recruitment Team

We think you need these skills to ace Senior Wealth Manager β€” Private Clients (West of England) in Bath

Client Relationship Management
Financial Planning
Investment Strategies
Revenue Growth
Wealth Solutions
Networking
Collaboration