Royal Bank of Canada
RBC Brewin Dolphin - Wealth Manager - West of England
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RBC Brewin Dolphin – Wealth Manager (Bath, Bristol & Cheltenham)
About the Opportunity
At RBC Wealth Management Europe, we enable private clients—including professionals, entrepreneurs, charities, and heritage holders—to achieve their financial ambitions through bespoke investments, strategic financial planning, trust services, credit solutions, and banking expertise.
As part of our dynamic expansion, our RBC Brewin Dolphin business is seeking an experienced Wealth Manager to lead client relationships in the West of England. This role offers the chance to deliver outstanding client results while progressing your career in a collaborative and innovative environment.
Your key responsibilities will include:
- Managing a dedicated client base with diverse financial planning needs
- Strengthening existing client relationships through proactive engagement and bespoke financial strategies
- Identifying and securing new client opportunities to drive revenue expansion
Do you have specific interview requirements? Please let us know if you are shortlisted.
Core Responsibilities
Building Lasting Client Partnerships
- Cultivate long-term relationships with high-net-worth individuals and families
- Align tailored wealth solutions to their unique financial and personal goals
- Leverage an exceptional support team to deliver holistic wealth management
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Driving Strategic Growth
- Expand client portfolios through strategic networking, referrals, and business development
- Contribute directly to team and individual revenue targets
- Champion RBC’s wealth proposition—investments, trust solutions, lending, and banking expertise
Operational Excellence
- Use digital tools and innovative processes to enhance efficiency and scalability
- Ensuring clients benefit from seamless, best-in-class advice
Required Skills & Qualifications
Must-Have
- Level 4 CII/CISI certification (with Financial Planning and Advice units) as minimum.
- Progress toward Level 6 CII or Chartered Wealth Manager (CISI Level 7) is preferred.
- Proven track record as a successful Wealth Manager/Financial Planner, demonstrating:
- Expertise in complex advice areas (e.g., tax, estate planning)
- Integrity, precision, and client-focused discretion
- Exceptional communication skills and the ability to build trust as a trusted financial advisor
Why Join RBC Brewin Dolphin?
A Purpose-Driven Culture
- We thrive on peerless service—creating impactful strategies to help clients and communities prosper.
Total Rewards & Growth
- Competitive salary, bonuses, and flexible benefits
- Leadership development through coaching and career advancement opportunities
- Collaborative environment with the best industry professionals
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Career & Impact
- Shape long-term growth and influence financial well-being
- Sequences with like-minded colleagues who prioritise mutual success
Culture & Values
RBC operates on shared values of Client First, Integrity, Collaboration, Respect, and Excellence. We believe: ✔ Diversity drives growth and innovation ✔ Inclusive perspectives are key to our global leadership ✔ Every team member’s potential is nurtured to drive impact and deliver results
Additional Details
- Location: Offices in Bath, Bristol, and Cheltenham
- Hours: 35 hours per week
- Employment Type: Full-time regular role
- Deadline to apply: 30 June 2026 (11:59 PM GMT)
Note for Job Seekers
Agency resumes will not be accepted. For RBC’s official approach to agency partnerships, contact our recruitment team directly. Should our talent community or candidates apply for this role, we may reach out for further rounds—be prepared to share your CV.
Find out how RBC’s dedication to passion, professionalism, and community empowers both you and your clients. jobs.rbc.com | #RBCBD
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