Exeter Private Wealth Manager: Growth & Relationships

RBC Brewin Dolphin; Exeter; On-site; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Bonuses

Flexible benefits

Competitive compensation

Job summary

RBC Brewin Dolphin in Exeter is seeking a Wealth Manager to lead client relationships across South West England. You will manage a dedicated high-net-worth client base, delivering tailored financial planning and investment solutions with the support of a strong advisory team.

The successful candidate will hold Level 4 CISI (Level 6/CISI Level 7 preferred), have a proven track record in wealth management, and excel in communication and relationship building to drive growth and client satisfaction

Qualifications

• Must have Level 4 CISI/CII certification as a minimum, with progress toward Level 6 CISI or Chartered Wealth Manager preferred.
• Demonstrated track record as a Wealth Manager/Financial Planner with integrity and precision.
• Exceptional communication, market insight and trust-building abilities.

Responsibilities

• Build lasting partnerships with high-net-worth clients to deliver holistic wealth solutions.
• Drive growth through networking, referrals and business development.
• Articulate the RBC proposition and provide best-in-class advice across services.
• Leverage digital tools to enhance efficiency and scalable growth.

Skills

Relationship building

Communication

Financial planning

Education

Level 4 CISI

Job description

RBC Brewin Dolphin in Exeter is seeking a Wealth Manager to lead client relationships across South West England. You will manage a dedicated high-net-worth client base, delivering tailored financial planning and investment solutions with the support of a strong advisory team.

The successful candidate will hold Level 4 CISI (Level 6/CISI Level 7 preferred), have a proven track record in wealth management, and excel in communication and relationship building to drive growth and client satisfaction