Private Wealth Manager – Exeter & SW England

RBC Brewin Dolphin; Truro; On-site; GBP 75,000 - 110,000; Full time

Benefits offered by this job

Total rewards program

Coaching and development

Collaborative team

Job summary

RBC Brewin Dolphin Exeter is seeking a Wealth Manager to lead client relationships across South West England, delivering tailored wealth solutions and exceptional service to high-net-worth clients while driving revenue growth.

Candidates should hold Level 4 CISI/CII certification with progression toward Level 6 or Chartered Wealth Manager, have a proven track record, and excel in communication, trust-building, and strategic financial planning within a collaborative, high-performing team.

Qualifications

• Must have Level 4 CISI/CII certification with progression toward Level 6 or Chartered Wealth Manager preferred.
• Proven track record as Wealth Manager/Financial Planner navigating complex scenarios.
• Excellent communication, market insight and trust-building abilities.

Responsibilities

• Build lasting partnerships with high-net-worth clients, delivering holistic wealth solutions with a strong support team.
• Drive growth through strategic networking, referrals, and business development to meet revenue targets.
• Articulate RBC's services—from investments to trusts and lending—providing seamless, best-in-class advice.
• Utilize digital tools and processes to boost efficiency and scalable growth.

Skills

Relationship management

Strategic planning

Client service

Networking

Education

Level 4 CISI/CII certification

Job description

RBC Brewin Dolphin Exeter is seeking a Wealth Manager to lead client relationships across South West England, delivering tailored wealth solutions and exceptional service to high-net-worth clients while driving revenue growth.

Candidates should hold Level 4 CISI/CII certification with progression toward Level 6 or Chartered Wealth Manager, have a proven track record, and excel in communication, trust-building, and strategic financial planning within a collaborative, high-performing team.