RBC Brewin Dolphin - Wealth Manager

RBC; Cambridge; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading wealth management firm in Cambridge is seeking a Wealth Manager responsible for maintaining client relationships and identifying new opportunities. This role involves managing financial planning clients and achieving sales targets. Candidates should have experience in wealth management and possess Level 4 CII certification or be working towards Level 6. The position offers a comprehensive rewards program and a dynamic team environment.

Benefits

Comprehensive Total Rewards Program

Supportive leaders for development

Opportunities to work with top field professionals

Ability to make a lasting impact

World-class training program

Qualifications

• Demonstrable experience within a wealth management/wealth planning role with an in-depth understanding of complex wealth advice areas.
• Proven Relationship Management skills and ability to understand client needs.
• Knowledge of business sectors, market trends, and financial products to communicate effectively.

Responsibilities

• Responsible for managing a predominantly financial planning client base.
• Develop and maintain existing client relationships.
• Proactively network and support business development events.
• Articulate the full breadth of RBC proposition to clients and prospects.

Skills

Business Development

Client Centricity

Communication

Long Term Planning

Education

Level 4 CII

Working towards Level 6

Job description

What is the opportunity?

At RBC Brewin Dolphin, our vision is to be the most trusted name in world-class wealth management—driven by expert advice, a people-first approach, and cutting-edge digital solutions.

We’ve expanded our product suite to better serve our clients, but our journey doesn’t stop there. Exciting initiatives are underway to enhance our use of technology, helping us scale efficiently, free up more time for our advisers, and offer even greater convenience to our clients. We’re also investing in our client-facing teams, equipping them with the skills and expertise needed to deliver an exceptional wealth management service.

As we continue to grow, we are looking for a Wealth Manager, based in Cambridge to service clients in the surrounding areas. As a Wealth Manager, you will be responsible for maintaining existing client relationships and identifying new opportunities through key origination tactics and networks. You will deliver net revenue growth for the group by focusing on achieving team and individual net sales targets.

RBC’s expectation is that from mid-September 2025, all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.

What will you do?

• Responsible for the management of a predominantly financial planning client base, developing and maintaining existing client relationships, and further increasing business with the generation of new clients.

• Have successful conversations with clients and prospects, developing a full understanding of their financial goals, personal goals, and ambitions.

• Operate with a growth mindset and contributing towards the achievement of the branch business plan.

• Proactively network through seeking opportunities with current, new, and potential clients. Able to support business development events.

• Clearly articulate the full breadth of RBC proposition (e.g. investment, lending, cash, and trust solutions) to clients and prospects. Working as part of the broader wealth management team, and introducing the right specialists to client relationships, where required, to enhance client experience and deliver exceptional client outcomes.

• Always ensure clients are referred internally to ‘home of best fit’.

• Confidently take clients through as much of the advice journey as possible before involving other specialist colleagues.

What do you need to succeed?

Must-have

• At least Level 4 CII. Preference to have obtained, or working towards, Level 6.

• Demonstrable experience within a wealth management/wealth planning role with an in-depth understanding of complex wealth advice areas.

• Proven Relationship Management skills, with ability to understand client needs, the knowledge and communication skills to identify and articulate solutions and the integrity to earn the client’s trust.

• Knowledge of business sectors, current business developments, market trends, and financial products and services to effectively communicate with clients.

What is in it for you?

We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation

• Leaders who support your development through coaching and managing opportunities

• Opportunities to work with the best in the field

• Ability to make a difference and lasting impact

• Work in a dynamic, collaborative, progressive, and high-performing team

• A world-class training program in financial services

Additional Job Details

Address: 60 STATION ROAD, 50:CAMBRIDGE

City: Cambridge

Country: United Kingdom

Work hours/week: 35

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-08-29

Application Deadline: 2025-12-16

Note

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Job Skills

Business Development, Client Centricity, Communication, Long Term Planning