RBC Brewin Dolphin - Wealth ManagerJob Summary
Job Description
What is the opportunity?
At RBC Brewin Dolphin, our vision is to be the most trusted name in world-class wealth management-driven by expert advice, a people-first approach, and cutting-edge digital solutions.
We've expanded our product suite to better serve our clients, but our journey doesn't stop there. Exciting initiatives are underway to enhance our use of technology, helping us scale efficiently, free up more time for our advisers, and offer even greater convenience to our clients. We're also investing in our client-facing teams, equipping them with the skills and expertise needed to deliver an exceptional wealth management service.
As we continue to grow, we are looking for a Wealth Manager, based in Cheltenham to service clients in the surrounding areas. As a Wealth Manager, you will be responsible for maintaining existing client relationships and identifying new opportunities through key origination tactics and networks. You will deliver net revenue growth for the group by focusing on achieving team and individual net sales targets.
What will you do?
1. Responsible for the management of a client base, developing and maintaining existing client relationships, and further increasing business with the generation of new clients.
2. Having successful conversations with clients and prospects, developing a full understanding of their financial goals, personal goals, and ambitions.
3. Operating with a growth mindset and contributing towards the achievement of the branch business plan.
4. Proactively network through seeking opportunities with current, new, and potential clients. Able to support business development events.
5. Clearly articulate the full breadth of RBC proposition ( investment, lending, cash, and trust solutions) to clients and prospects. Working as part of the broader wealth management team, and introducing the right specialists to client relationships, where required, to enhance client experience and deliver exceptional client oues.
6. Always ensure clients are referred internally to 'home of best fit'.
7. Confidently take clients through as much of the advice journey as possible before involving other specialist colleagues.
What do you need to succeed?
Must-have
8. At least Level 4 CIB, CISI or CII. Preference to have obtained, or working towards, Level 6.
9. Demonstrable experience within a wealth management/wealth planning role with an in-depth understanding ofplex wealth advice areas.
10. Proven Relationship Management skills, with ability to understand client needs, the knowledge andmunication skills to identify and articulate solutions and the integrity to earn the client's trust.
11. Knowledge of business sectors, current business developments, market trends, and financial products and services to effectivelymunicate with clients.
Nice-to-have
12. Experience working in an organisation undergoing significant change
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 andmunities prosper. We care about each other, reaching our potential, making a difference to ourmunities, and achieving success that is mutual.
13. Aprehensive Total Rewards Program including bonuses, flexible benefits andpetitivepensation
14. Leaders who support your development through coaching and managing opportunities
15. Opportunities to work with the best in the field
16. Ability to make a difference and lasting impact
17. Work in a dynamic, collaborative, progressive, and high-performing team
18. A world-class training program in financial services
19. Flexible working options fully supported.
Agency Notice
RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any otherpany location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.
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Job Skills
Additional Job Details
Address:
ST JAMES HOUSE, SAINT JAMES' SQUARE:CHELTENHAM
City:
Cheltenham
Country:
United Kingdom
Work hours/week:
35
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-06-20
Application Deadline:
2025-07-06
Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I nclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients andmunities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients andmunities at Job ID R-0000131067