London Wealth Manager: Client Growth & Complex Advice

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

Benefits offered by this job

Total Rewards Programme including bonu

Coaching & development opportunities

Work with the best in the field

Make a difference and lasting impact

Dynamic, collaborative, high‑performer

World-class training programme

Job summary

RBC Brewin Dolphin is seeking a Wealth Manager to manage a portfolio of clients, develop relationships, and contribute to new business. The role combines client relationship management with digital adoption to drive efficiency and deliver exceptional client outcomes.

This permanent, full-time position requires 4 days in the London office, with a focus on delivering comprehensive wealth advice and coordinating with specialist colleagues as needed.

Qualifications

• Must have Level 7 Chartered Wealth Manager or equivalent qualification.
• Experience delivering complex wealth advice and managing client relationships.

Responsibilities

• Manage and develop a portfolio of client relationships.
• Identify opportunities for new business generation.
• Conduct conversations to understand client goals and ambitions.
• Deliver complex wealth advice through full advice journey.
• Articulate RBC's wealth solutions to clients and prospects.
• Prepare proposals and client presentations.
• Drive efficiency and maintain high-quality client outcomes.

Skills

Client relationships

Wealth advice

New business development

Lending knowledge

Digital adoption

Education

Level 7 Chartered Wealth Manager

Tools

CRM systems

Investment platforms

Job description

RBC Brewin Dolphin is seeking a Wealth Manager to manage a portfolio of clients, develop relationships, and contribute to new business. The role combines client relationship management with digital adoption to drive efficiency and deliver exceptional client outcomes.

This permanent, full-time position requires 4 days in the London office, with a focus on delivering comprehensive wealth advice and coordinating with specialist colleagues as needed.