What is the 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 Director‑Level Wealth Manager to lead client relationships in Edinburgh and surrounding areas. This is your chance to shape exceptional client outcomes while advancing your career in a collaborative, forward‑thinking environment.
What will you do?
- 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.
- 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.
- Operational excellence: harness digital tools and process innovations to enhance efficiency, client adoption, and scalable growth.
- Team empowerment: lead, mentor, and develop a team, driving performance through coaching, goal‑setting, and alignment with RBC’s vision.
What do you need to succeed?
Must‑have
- 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.
Nice‑to‑have
- Experience in people management is a plus, though not required. However, a willingness to manage team members in future is key.
What is in it for you?
- A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation.
- Leaders who support your development through coaching and management 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.
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 pays fees to agencies where they have entered into a prior agreement to do so and in any event does not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.
Job Skills
- Business Development
- Client Centricity
- Communication
- Long Term Planning
Additional Job Details
- Address: 144 Morrison Street, Edinburgh
- City: Edinburgh
- Country: United Kingdom
- Work hours per week: 35
- Employment type: Full time
- Platform: WEALTH MANAGEMENT
- Job type: Regular
- Pay type: Salaried
- Posted date: 2026‑04‑07
- Application deadline: 2026‑09‑01 (Applications accepted until 11:59 PM on the day prior to the application deadline)
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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 is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
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