Hybrid Wealth Manager - Private Client Planning

RBC Brewin Dolphin; Bath; On-site; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Bonuses

Flexible benefits

Competitive compensation

Job summary

RBC Brewin Dolphin in Bath is seeking a Wealth Manager focused on financial planning to lead client relationships in the West of England. You will oversee a dedicated client base and deliver tailored strategies across investments, trusts, lending, and financial planning, with four in-office days per week in Bath, Bristol, or Cheltenham.

Join a collaborative, high-performing team and help expand the client base through networking and referrals while upholding our client-first values and

Qualifications

• Level 4 CII/CISI certification minimum; progress toward Level 6 or Chartered Wealth Manager preferred.
• Proven track record as Wealth Manager/Financial Planner with complex advice experience.
• Exceptional communication, market insight, and trust-building abilities.

Responsibilities

• Build lasting partnerships with high-net-worth clients to deliver holistic wealth solutions.
• Drive revenue by expanding client base through referrals and business development.
• Articulate RBC's wealth services with confidence and clarity to ensure best-in-class advice.
• Utilize digital tools to enhance efficiency and scalable growth.

Skills

Wealth management

Client relationships

Communication skills

Education

CII/CISI Level 4

CII/CISI Level 6 or Chartered Wealth Manager (Level 7) preferred

Job description

RBC Brewin Dolphin in Bath is seeking a Wealth Manager focused on financial planning to lead client relationships in the West of England. You will oversee a dedicated client base and deliver tailored strategies across investments, trusts, lending, and financial planning, with four in-office days per week in Bath, Bristol, or Cheltenham.

Join a collaborative, high-performing team and help expand the client base through networking and referrals while upholding our client-first values and