Private Wealth Manager - West of England

0000050471 Rbc Europe Limited; Bath; On-site; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Bonuses

Flexible benefits

Competitive total rewards

Job summary

RBC Brewin Dolphin in Bath, England, is seeking a Wealth Manager to lead client relationships across the West of England. You will deliver tailored investment strategies, trusted financial planning and banking expertise, while expanding the client base and revenue through proactive engagement.

You'll work with a capable support team to provide holistic wealth solutions to high-net-worth individuals and families, requiring strong communication, regulatory knowledge and a commitment to exemplary

Qualifications

• Level 4 CII/CISI investment certification required.
• Proven track record as Wealth Manager / Investment Manager.
• Exceptional communication, market insight and trust-building abilities.

Responsibilities

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

Skills

Wealth Management

Investment Management

Communication Skills

Education

CII/CISI Level 4 Certification

Job description

RBC Brewin Dolphin in Bath, England, is seeking a Wealth Manager to lead client relationships across the West of England. You will deliver tailored investment strategies, trusted financial planning and banking expertise, while expanding the client base and revenue through proactive engagement.

You'll work with a capable support team to provide holistic wealth solutions to high-net-worth individuals and families, requiring strong communication, regulatory knowledge and a commitment to exemplary