RBC Brewin Dolphin
RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planning)
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RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planning)
RBC Wealth Management Europe: Wealth Manager (London & South East)
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 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.
As a Wealth Manager, you will:
- Oversee and manage a dedicated client base with diverse financial planning needs, ensuring tailored solutions and exceptional service.
- Strengthen existing client relationships through proactive engagement and personalised financial strategies.
- Drive revenue expansion by identifying and securing new client opportunities, leveraging your expertise and networks.
Please let us know if you have any specific interview requirements should you be shortlisted.
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, with support from an excellent support team.
- 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.
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What do you need to succeed?
Must-have requirements
- Hold a Level 4 CII/CISI certification (with FP & Advice paper) as a minimum. Progression towards 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.
What’s in it for you?
We thrive on challenge, progressive thinking, and collaboration: Together, we deliver trusted advice that helps our clients thrive and makes a difference in our communities.
Benefits & Rewards
- A comprehensive Total Rewards Program, including bonuses, flexible benefits, and competitive compensation.
- Leaders who support your development through coaching and growth opportunities.
- Opportunities to work with the best professionals in the industry.
- Ability to create lasting impact and make a difference.
- Being part of a dynamic, collaborative, progressive, and high-performing team.
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Additional Details
- Platform: WEALTH MANAGEMENT
- Location: London, United Kingdom
- Work Hours: 35 hours per week
- Employment Type: Full-time | Regular
- Pay Type: Salaried
- Application Deadline: 2026-07-31 (11:59 PM)
RBC is currently inviting candidates to apply for this existing vacancy. Qualified applicants may be contacted to discuss their resume in further detail.
About RBC
At RBC, we stand by Five Shared Values—Client First, Integrity, Collaboration, Respect, and Excellence—fostering a workplace based on inclusivity, belonging, and opportunity. Building upon diverse perspectives helps us continue as one of the world’s most successful banks, driving innovation and professional growth.
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RBC Group does not accept agency resumes. Please contact the Recruitment function for details.
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Job Tags:
Skills: Business Development | Client-Centricity | Communication | Long-Term Planning
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