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For Companies At a Glance
- Tasks: Manage client relationships and identify new business opportunities in wealth management.
- Company: RBC Brewin Dolphin is a leading name in wealth management, focused on expert advice and digital solutions.
- Benefits: Enjoy flexible work options, competitive pay, bonuses, and a world-class training programme.
- Why this job: Join a dynamic team that values growth, collaboration, and making a positive impact in communities.
- Qualifications: Level 4 CII required; experience in wealth management and strong relationship management skills essential.
- Other info: Work in Cambridge with a supportive culture that promotes diversity and inclusion.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
What is the opportunity?
At RBC Brewin Dolphin, our vision is to be the most trusted name in world-class wealth management—driven by expert advice, a people-first approach, and cutting-edge digital solutions.
We’ve expanded our product suite to better serve our clients, but our journey doesn’t stop there. Exciting initiatives are underway to enhance our use of technology, helping us scale efficiently, free up more time for our advisers, and offer even greater convenience to our clients. We’re also investing in our client-facing teams, equipping them with the skills and expertise needed to deliver an exceptional wealth management service.
As we continue to grow, we are looking for a Wealth Manager, based in Cambridge to service clients in the surrounding areas. As a Wealth Manager, you will be responsible for maintaining existing client relationships and identifying new opportunities through key origination tactics and networks. You will deliver net revenue growth for the group by focusing on achieving team and individual net sales targets.
RBC’s expectation is that from mid-September 2025, all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.
What will you do?
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Responsible for the management of a predominantly financial planning client base client base, developing and maintaining existing client relationships, and further increasing business with the generation of new clients.
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Havesuccessful conversations with clients and prospects, developing a full understanding of their financial goals, personal goals, and ambitions.
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Operate with a growth mindset and contributing towards the achievement of the branch business plan.
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Proactively network through seeking opportunities with current, new, and potential clients. Able to support business development events.
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Clearly articulate the full breadth of RBC proposition (e.g. investment, lending, cash, and trust solutions) to clients and prospects. Working as part of the broader wealth management team, and introducing the right specialists to client relationships, where required, to enhance client experience and deliver exceptional client outcomes.
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Always ensure clients are referred internally to ‘home of best fit’.
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Confidently take clients through as much of the advice journey as possible before involving other specialist colleagues.
What do you need to succeed?
Must-have
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At least Level 4 CII. Preference to have obtained, or working towards, Level 6.
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Demonstrable experience within a wealth management/wealth planning role with an in-depth understanding of complex wealth advice areas.
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Proven Relationship Management skills, with ability to understand client needs, the knowledge and communication skills to identify and articulate solutions and the integrity to earn the client’s trust.
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Knowledge of business sectors, current business developments, market trends, and financial products and services to effectively communicate with clients.
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.
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A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
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Leaders who support your development through coaching and managing opportunities
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Opportunities to work with the best in the field
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Ability to make a difference and lasting impact
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Work in a dynamic, collaborative, progressive, and high-performing team
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A world-class training program in financial services
Agency Notice
RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.
#RBCBD
Job Skills
Business Development, Client Centricity, Communication, Long Term Planning
Additional Job Details
Address:
60 STATION ROAD, 50:CAMBRIDGE
City:
Cambridge
Country:
United Kingdom
Work hours/week:
35
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-08-29
Application Deadline:
2025-09-07
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At 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.
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RBC Brewin Dolphin - Wealth Manager employer: RBC
Contact Detail:
RBC Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land RBC Brewin Dolphin - Wealth Manager
✨Tip Number 1
Network actively within the wealth management community in Cambridge. Attend local financial seminars, workshops, and networking events to meet potential clients and industry professionals who can refer you to opportunities.
✨Tip Number 2
Familiarise yourself with RBC Brewin Dolphin's services and recent initiatives. Understanding their unique offerings will help you articulate how you can contribute to their goals during interviews and discussions.
✨Tip Number 3
Demonstrate your relationship management skills by preparing examples of how you've successfully built and maintained client relationships in the past. Be ready to discuss specific strategies you've used to understand and meet client needs.
✨Tip Number 4
Stay updated on market trends and financial products relevant to wealth management. This knowledge will not only boost your confidence but also enable you to engage in meaningful conversations with potential clients and colleagues.
We think you need these skills to ace RBC Brewin Dolphin - Wealth Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Wealth Manager position at RBC Brewin Dolphin. Understand the key responsibilities and required skills, such as relationship management and financial planning expertise.
Tailor Your CV: Customise your CV to highlight relevant experience in wealth management and client relationship roles. Emphasise your Level 4 CII qualification and any progress towards Level 6, along with specific examples of how you've successfully managed client relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of RBC Brewin Dolphin's vision and how your skills align with their goals. Mention your proactive networking abilities and your commitment to delivering exceptional client outcomes.
Highlight Relevant Skills: In both your CV and cover letter, focus on skills that are crucial for the role, such as communication, business development, and long-term planning. Provide concrete examples of how you've applied these skills in previous positions.
How to prepare for a job interview at RBC
✨Understand the Wealth Management Landscape
Before your interview, make sure you have a solid grasp of the wealth management industry, including current trends and challenges. This will help you articulate how your skills and experiences align with the company's goals.
✨Showcase Relationship Management Skills
Prepare examples that demonstrate your ability to build and maintain client relationships. Highlight specific instances where you've successfully identified client needs and provided tailored solutions.
✨Articulate RBC's Value Proposition
Familiarise yourself with RBC Brewin Dolphin's offerings, such as investment, lending, and trust solutions. Be ready to discuss how you can effectively communicate these services to clients and enhance their experience.
✨Demonstrate a Growth Mindset
During the interview, convey your enthusiasm for personal and professional development. Share examples of how you've embraced challenges and sought opportunities for growth in your previous roles.
