Private Wealth Manager: Build Wealth & Grow Relationships

RBC Brewin Dolphin; Bath; On-site; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Total Rewards

Flexible benefits

Career development

Industry leaders

Collaborative team

Job summary

RBC Brewin Dolphin seeks Wealth Managers for its Bath, Bristol and Cheltenham offices. You will lead client relationships for high-net-worth individuals, delivering tailored investment strategies, financial planning and trust solutions with a client-first approach.

The role emphasizes growth, proactive engagement, and exceptional service within a collaborative West of England team. You will leverage your networks to secure new opportunities while maintaining the highest standards of integrity

Qualifications

• Must hold a Level 4 CII/CISI investment certification as a minimum
• Progress toward Level 6 PCIAM or Chartered Wealth Manager preferred

Responsibilities

• Build Lasting Partnerships: Cultivate deep relationships with high-net-worth individuals and families, understanding their goals to deliver holistic wealth solutions with support from a strong team.
• Drive Growth with Impact: Expand the client base via networking, referrals and business development to contribute to revenue targets.
• Champion the RBC Proposition: Articulate our services—from investments to trust and lending—providing best-in-class advice.
• Operational Excellence: Use digital tools and processes to improve efficiency, client adoption and scalable growth.

Skills

Commercial Acumen

Competitive Markets

Decision Making

Financial Regulation

Financial Services Industry

Group Problem Solving

Interpersonal Relationship Management

Investment Risk Management

Private Banking

Product Services

Education

Level 4 CII/CISI investment certification

Progress toward Level 6 PCIAM or CISI Level 7

Job description

RBC Brewin Dolphin seeks Wealth Managers for its Bath, Bristol and Cheltenham offices. You will lead client relationships for high-net-worth individuals, delivering tailored investment strategies, financial planning and trust solutions with a client-first approach.

The role emphasizes growth, proactive engagement, and exceptional service within a collaborative West of England team. You will leverage your networks to secure new opportunities while maintaining the highest standards of integrity