Royal Bank of Canada
RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planning)
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RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planning)
Wealth Manager – London & South East
RBC Wealth Management Europe (RBC Brewin Dolphin)
About the Opportunity
At RBC Wealth Management Europe, we empower private clients—including professionals, entrepreneurs, charities, and inheritors—to achieve their financial aspirations through tailored investments, financial planning, trust and credit solutions, and expert banking advice.
We’re growing rapidly, and the RBC Brewin Dolphin business needs a Wealth Manager to lead client relationships across London and the South East. This role offers you the chance to deliver exceptional client outcomes while advancing your career in a collaborative, forward-thinking environment.
As a Wealth Manager, you’ll:
- Manage a dedicated client base with diverse financial planning needs, delivering personalised strategies and exceptional service.
- Cultivate long-term client relationships through proactive engagement.
- Expand revenue by identifying and securing new client opportunities, leveraging your expertise and networks.
Shortlisted candidates: Please notify us of any specific interview requirements.
What You’ll Do
- Build Lasting Partnerships
- Develop deep, trusting relationships with high-net-worth individuals and families.
- Align financial strategies with personal and business goals to deliver holistic wealth solutions.
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Drive Growth with Impact
- Grow the client base through strategic networking, referrals, and business development.
- Contribute directly to team and individual revenue targets.
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Champion the RBC Proposition
- Clearly communicate our comprehensive services (investments, trusts, lending, financial planning).
- Ensure clients receive seamless, best-in-class advice.
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Operational Excellence
- Utilise digital tools and process innovations to boost efficiency and scalable growth.
Requirements
Must-Have
✔ Level 4 CII/CISI certification (passed FP & Advice papers). ✔ Progress made towards Level 6 CII or Chartered Wealth Manager (CISI Level 7)—preferred. ✔ Proven track record as a successful Wealth Manager/Financial Planner. ✔ Expertise in complex advice areas (tax, estate planning, financial strategy) with integrity and precision. ✔ Exceptional communication, market insight, and trust-building skills to be a client’s go-to advisor.
Why Join RBC Wealth Management Europe?
A Culture of Growth & Impact We thrive on challenge and collaboration—supporting each other to deliver trusted advice that helps clients and communities thrive. Our shared values are Client First, Integrity, Collaboration, Respect, and Excellence.
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Comprehensive Rewards
- Competitive Total Rewards Program (salary, bonuses, flexible benefits).
- Development opportunities through coaching, mentoring, and career advancement.
- Work with industry-leading professionals in a dynamic, inclusive team.
Make a Difference
- Influence the future of wealth management in the UK’s financial hub (London).
- Align professional success with meaningful community impact.
Additional Job Details
📍 Location: London, UK (16 St Helen’s Place) 🕒 Weekly hours: 35 (Full-time, salaried) 📅 Application deadline: 31 July 2026 (extended until 11:59 PM BST on the final date)
#RBCBD
Key Skills
- Business Development | Client Centricity | Communication | Long-Term Financial Planning
What RBC Values
We believe diversity fuels growth. Our inclusive workplace fosters innovation, professional development, and equality—igniting our purpose: "Enhancing the well-being of clients and communities."
Get started at jobs.rbc.com.
(No agency submissions—direct applications only.)
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