Private Wealth Manager & Financial Planner in Bath

Private Wealth Manager & Financial Planner in Bath

Bath Full-Time 49500 - 60500 Β£ / year (est.) No working from home possible
Royal Bank of Canada

At a Glance

  • Tasks: Lead client relationships and deliver personalised financial planning solutions.
  • Company: RBC Brewin Dolphin, a leading wealth management firm in Bath.
  • Benefits: Comprehensive rewards programme and supportive team environment.
  • Other info: Permanent, full-time role with opportunities for professional growth.
  • Why this job: Make a real difference in clients' lives through tailored financial advice.
  • Qualifications: Experience in wealth management and strong networking skills.

The predicted salary is between 49500 - 60500 Β£ per year.

RBC Brewin Dolphin in Bath is seeking a Wealth Manager focused on tailored financial planning to lead client relationships and deliver holistic wealth solutions.

You will build trusted advisor relationships, expand the client base through networking, and collaborate with a strong support team to provide tailored investment, trust, and retirement planning.

This permanent, full-time role requires 4 days in the office in Bath, Bristol or Cheltenham, with a comprehensive rewards program.

#J-18808-Ljbffr

Private Wealth Manager & Financial Planner in Bath employer: Royal Bank of Canada

At RBC Wealth Management Europe, we pride ourselves on being an exceptional employer, offering a dynamic and collaborative work environment in London and the South East. Our commitment to employee growth is evident through our comprehensive Total Rewards Program, which includes competitive compensation, bonuses, and flexible benefits, alongside opportunities for professional development and coaching from experienced leaders. Join us to make a meaningful impact while working with a talented team dedicated to delivering tailored financial solutions to our clients.

Royal Bank of Canada

Contact Details:

Royal Bank of Canada Recruitment Team

We think you need these skills to ace Private Wealth Manager & Financial Planner in Bath

Client Relationship Management
Financial Planning
Investment Strategies
Trust Planning
Retirement Planning
Networking Skills
Collaboration