At a Glance
- Tasks: Build relationships with high-net-worth clients and deliver tailored wealth solutions.
- 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 and enjoy opportunities for growth and innovation.
- Why this job: Shape client outcomes and make a real impact in a dynamic, collaborative environment.
- Qualifications: Level 4 CII/CISI certification required; experience in wealth management preferred.
The predicted salary is between 60000 - 80000 £ 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 London and the South East. 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: 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 (with FP & Advice paper) 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 advice areas (e.g., tax, estate planning) 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.
Rbc Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planning) employer: Royal Bank of Canada
At RBC, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. Our London office provides employees with flexible working arrangements, including the opportunity for remote work, alongside comprehensive training and development programmes to support your career growth in the private wealth sector. Join us to be part of a team that values your contributions and invests in your future.
