Job Description
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.
This is a permanent, full‑time role and requires 4 days in the office in Edinburgh.
Should you be shortlisted, please let us know if you have any specific requirements for the interview.
What will you do?
- Buildlasting 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: Leverage your expertise to 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.
- 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?
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.
- 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.
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