RBC Brewin Dolphin - Wealth Manager

RBC; Greater London; Hybrid; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Total rewards programme

Coaching and development

World-class training

Flexible benefits

Job summary

RBC in London is seeking a Wealth Manager to deliver exceptional service while managing a client portfolio and developing new business opportunities. You will guide clients through complex wealth solutions and present comprehensive proposals to ensure superior outcomes.

This permanent, full-time role in London requires 4 days in the office. RBC offers a comprehensive rewards programme, coaching, and world-class training to support your professional growth.

Qualifications

• Must have previous experience as a Wealth Manager and managing client relationships.
• Proven ability to deliver complex wealth advice.
• Knowledge of lending, cash and trust solutions to present a full proposition.
• Proven business development capabilities and ability to originate new business.

Responsibilities

• Manage and develop a portfolio of client relationships.
• Identify opportunities for new business generation.
• Conduct comprehensive conversations with clients and prospects to understand goals.
• Deliver complex wealth advice and guide clients through the full advice journey.
• Articulate RBC's wealth solutions to clients and prospects.
• Prepare and present proposals and client presentations, owning the overall client strategy.
• Drive operational efficiency and excellence within the team to sustain growth.

Skills

Client relationship management

Deliver complex wealth advice

Lending, cash, and trust knowledge

New business development

Education

Level 7 Chartered Wealth Manager qualification

Job description

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?

• 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.

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.

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.

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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.