Elite Wealth Advisor: Holistic Planning for High Net Worth

Financial Planning Firm; Greater London; On-site; GBP 90,000 - 120,000; Full time

Benefits offered by this job

Bonus program

Flexible benefits

Competitive compensation

Coaching & development

High-performing team

Job summary

RBC Brewin Dolphin in London is seeking a Wealth Manager to lead client relationships and deliver holistic wealth solutions for high-net-worth individuals and families. You will manage a dedicated client base and expand revenue through strategic networking and value-added financial planning.

The role requires strong communication, deep knowledge of tax and estate planning, and a track record in wealth management.

Qualifications

• Hold a Level 4 CII/CISI certification (with 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.

Responsibilities

• Build lasting partnerships with high-net-worth clients and families to deliver holistic wealth solutions.
• Drive growth by expanding the client base through strategic networking and referrals.
• Articulate the RBC proposition across investment, trust and lending services with clarity and confidence.
• Utilize digital tools and process innovations to enhance efficiency and scalable growth.

Skills

Business Development

Client Centricity

Communication

Long Term Planning

Job description

RBC Brewin Dolphin in London is seeking a Wealth Manager to lead client relationships and deliver holistic wealth solutions for high-net-worth individuals and families. You will manage a dedicated client base and expand revenue through strategic networking and value-added financial planning.

The role requires strong communication, deep knowledge of tax and estate planning, and a track record in wealth management.