RBC Brewin Dolphin - Wealth Manager

Royal Bank of Canada

Greater London

Híbrido

GBP 70 000 - 110 000

Tempo integral

Há 2 dias
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Vantagens oferecidas por esta oferta de emprego

Total rewards
Coaching & development
Professional growth
Impact
Dynamic team
World-class training

Resumo da oferta

Royal Bank of Canada is seeking a Wealth Manager to deliver exceptional service to a portfolio of clients in London. You will manage relationships, develop new business opportunities and guide clients through the full wealth advisory journey, coordinating with specialists as needed.

The role is permanent, full-time with four days in our London office. You will work within a dynamic, client‑focussed wealth team and contribute to growth and excellent client outcomes.

Qualificações

  • Proven experience managing client relationships in wealth management.
  • Ability to deliver complex wealth advice to clients and prospects.
  • Knowledge of lending, cash and trust solutions to present the firm's full proposition.
  • Demonstrated business development capabilities and ability to originate new business.

Responsabilidades

  • Manage and grow a portfolio of client relationships with a focus on outcomes.
  • Deliver comprehensive wealth advice across the client journey before involving specialists.
  • Present proposals and run client meetings to articulate RBC's wealth solutions.
  • Drive efficiency and collaborate with the team to sustain growth and client satisfaction.

Conhecimentos

Wealth management
Client relationships
Complex wealth advice
Lending & trust knowledge
Business development

Formação académica

Level 7 Chartered Wealth Manager

Descrição da oferta de emprego

Job Description
What is the opportunity?

We are looking for a Wealth Manager who is passionate about delivering an exceptional service for clients. You will be responsible for managing a portfolio of clients, developing and maintaining relationships, and contributing to the generation of new business. This role combines client relationship management and digital adoption, helping to drive efficiency whilst ensuring exceptional client outcomes.

This is a permanent, full-time role and requires 4 days in the office at our London office.

What will you do?
  • Manage and develop a portfolio of client relationships
  • Identify opportunities for new business generation
  • Conduct comprehensive conversations with clients and prospects to understand their financial and personal goals and ambitions
  • Deliver complex wealth advice, guiding clients through the full advice journey before involving specialist colleagues
  • Clearly articulate the full breadth of RBC's wealth solutions to clients and prospects, enhancing the client experience
  • Prepare and present proposals and client presentations, owning the overall client strategy and ensuring exceptional quality
  • Drive operational efficiency and excellence within the team to sustain business growth whilst ensuring good client outcomes
What do you need to succeed?
Must-have
  • Previous experience as a Wealth Manager, managing client relationships
  • Demonstrable expertise in delivering complex wealth advice
  • Some knowledge of lending, cash, and trust solutions in order to present the length and breadth of our proposition
  • Proven business development capabilities and ability to originate new business
  • Level 7 Chartered Wealth Manager qualification, or equivalent relevant qualification
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 Programme 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 programme in financial services.
Additional Job Details
  • Address: 16 ST HELEN'S PLACE:LONDON City:
  • London Country:
  • United Kingdom Work hours/week:
  • 35
  • Employment Type:
  • Full time
  • Platform:
  • WEALTH MANAGEMENT
  • Job Type:
  • Regular Pay Type:
  • Salaried Posted Date:
  • 2026-10-30 Application Deadline:
  • 2026-11-15 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Job Skills
  • Commercial Acumen
  • Competitive Markets
  • Decision Making
  • Financial Regulation
  • Financial Services Industry
  • Group Problem Solving
  • Interpersonal Relationship Management
  • Investment Risk Management
  • Private Banking
  • Product Services
Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

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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 .

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