Elite Wealth Manager – Private Clients & Growth

RBC Brewin Dolphin; Cheltenham; On-site; GBP 60,000 - 85,000; Full time

Benefits offered by this job

Bonus potential

Flexible benefits

Career development opportunities

Job summary

RBC Brewin Dolphin is seeking Wealth Managers for offices in Bath, Bristol and Cheltenham. You will lead client relationships with a focus on high-net-worth individuals, delivering tailored wealth solutions and proactive financial strategies.

Join a collaborative, forward-thinking team. The role emphasizes growth, excellent client service, and a strong track record in wealth or investment management within a dynamic environment.

Qualifications

• Must-have Level 4 CII/CISI investment certification with progress toward higher levels
• Demonstrated track record as a Wealth Manager / Investment Manager
• Exceptional communication skills, market insight and trust-building abilities

Responsibilities

• Build lasting partnerships with high-net-worth individuals and families to deliver holistic wealth solutions
• Drive growth by expanding the client base through networking and referrals
• Articulate our services from investment strategies to trust and lending solutions
• Utilize digital tools and processes to enhance efficiency and scalable growth

Education

Level 4 CII/CISI investment certification

Job description

RBC Brewin Dolphin is seeking Wealth Managers for offices in Bath, Bristol and Cheltenham. You will lead client relationships with a focus on high-net-worth individuals, delivering tailored wealth solutions and proactive financial strategies.

Join a collaborative, forward-thinking team. The role emphasizes growth, excellent client service, and a strong track record in wealth or investment management within a dynamic environment.