Private Wealth Manager | Growth & Client Advisory

RBC Brewin Dolphin; West of England; On-site; GBP 65,000 - 100,000; Full time

Benefits offered by this job

Bonuses

Flexible benefits

Competitive compensation

Job summary

RBC Brewin Dolphin is seeking a Wealth Manager to lead client relationships in the West of England, with offices in Bath, Bristol or Cheltenham. This permanent, full‑time role requires four days in the office and offers a comprehensive rewards program and progression opportunities.

As part of RBC Wealth Management Europe, you will deliver tailored financial planning, investment strategies, and trust solutions to high‑net‑worth individuals and families, building lasting relationships and driving

Qualifications

• Hold a Level 4 CII/CISI certification (with FP & Advice paper) as a minimum, with progress toward Level 6 preferred.
• Demonstrated track record as a Wealth Manager / Financial Planner handling complex advice (tax, estates) with integrity.
• Exceptional communication skills and ability to build trust with high‑net‑worth clients.
• Experience in business development and securing new client opportunities.

Responsibilities

• Build lasting partnerships with high‑net‑worth clients and families.
• Drive growth through strategic networking and business development.
• Articulate RBC’s investment, trust and lending solutions to clients.
• Leverage digital tools to enhance efficiency and scalable growth.

Skills

Business Development

Client Centricity

Communication

Long Term Planning

Education

Level 4 CII/CISI Certification

Job description

RBC Brewin Dolphin is seeking a Wealth Manager to lead client relationships in the West of England, with offices in Bath, Bristol or Cheltenham. This permanent, full‑time role requires four days in the office and offers a comprehensive rewards program and progression opportunities.

As part of RBC Wealth Management Europe, you will deliver tailored financial planning, investment strategies, and trust solutions to high‑net‑worth individuals and families, building lasting relationships and driving