RBC Brewin Dolphin - Wealth Manager

RBC Brewin Dolphin; Greater London; On-site; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Total Rewards Programme including bonu

Coaching & development opportunities

Work with the best in the field

Make a difference and lasting impact

Dynamic, collaborative, high‑performer

World-class training programme

Job summary

RBC Brewin Dolphin is seeking a Wealth Manager to manage a portfolio of clients, develop relationships, and contribute to new business. The role combines client relationship management with digital adoption to drive efficiency and deliver exceptional client outcomes.

This permanent, full-time position requires 4 days in the London office, with a focus on delivering comprehensive wealth advice and coordinating with specialist colleagues as needed.

Qualifications

• Must have Level 7 Chartered Wealth Manager or equivalent qualification.
• Experience delivering complex wealth advice and managing client relationships.

Responsibilities

• Manage and develop a portfolio of client relationships.
• Identify opportunities for new business generation.
• Conduct conversations to understand client goals and ambitions.
• Deliver complex wealth advice through full advice journey.
• Articulate RBC's wealth solutions to clients and prospects.
• Prepare proposals and client presentations.
• Drive efficiency and maintain high-quality client outcomes.

Skills

Client relationships

Wealth advice

New business development

Lending knowledge

Digital adoption

Education

Level 7 Chartered Wealth Manager

Tools

CRM systems

Investment platforms

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.

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.

RBC Group does not accept agency resumés. Please do not forward resumés to our employees or any other company location. RBC Group only pays fees to agencies where a prior agreement exists and does not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details. #RBCBD

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

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

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.