Private Wealth Manager & Financial Planner

Royal Bank of Canada; Bath; On-site; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Rewards program

Office in Bath

Job summary

RBC Brewin Dolphin in Bath is seeking a Wealth Manager focused on tailored financial planning to lead client relationships and deliver holistic wealth solutions.

You will build trusted advisor relationships, expand the client base through networking, and collaborate with a strong support team to provide tailored investment, trust, and retirement planning.

Qualifications

• Experience delivering wealth management and financial planning services.
• Ability to build and maintain client relationships.
• Strong networking and collaboration with support teams.

Responsibilities

• Lead client relationships and holistic wealth solutions.
• Expand the client base through networking and referrals.
• Collaborate with a support team to deliver investment, trust and retirement planning.

Skills

Relationship management

Networking

Financial planning

Client advisory

Team collaboration

Job description

RBC Brewin Dolphin in Bath is seeking a Wealth Manager focused on tailored financial planning to lead client relationships and deliver holistic wealth solutions.

You will build trusted advisor relationships, expand the client base through networking, and collaborate with a strong support team to provide tailored investment, trust, and retirement planning.

This permanent, full-time role requires 4 days in the office in Bath, Bristol or Cheltenham, with a comprehensive rewards program.

RBC Brewin Dolphin in Bath is seeking a Wealth Manager focused on tailored financial planning to lead client relationships and deliver holistic wealth solutions.

You will build trusted advisor relationships, expand the client base through networking, and collaborate with a strong support team to provide tailored investment, trust, and retirement planning.