RBC Brewin Dolphin – Wealth Manager (Wealth Planner / Financial Planning)

Overview

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.

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.
• 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.

Qualifications

• Hold a Level 4 CII/CISI certification (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.
• Opportunities to work with the best in the field and to make a lasting impact.
• Support for professional development through coaching and management opportunities.
• A collaborative, progressive, and high-performing team environment.

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