RBC Brewin Dolphin - Wealth Manager

RBC; Leeds; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading wealth management firm seeks a Wealth Manager based in Leeds. The role involves managing existing client relationships, developing new business, and delivering exceptional financial advice. Required qualifications include at least Level 4 CII and demonstrable experience in a wealth management role. The firm offers a comprehensive Total Rewards Program and a supportive work environment to help employees thrive.

Benefits

Competitive compensation

Bonuses

Comprehensive Total Rewards Program

World-class training program

Opportunities for professional development

Qualifications

• At least Level 4 CII and preference to have Level 6.
• Experience in wealth management or wealth planning.
• Proven relationship management skills.
• Understanding of business trends and financial products.

Responsibilities

• Manage existing client relationships and grow the client base.
• Conduct discussions to understand financial and personal goals.
• Network to find new business opportunities.
• Articulate RBC's full offerings to clients.
• Guide clients through the advice process.

Skills

Relationship Management

Financial Planning

Client Communication

Networking

Knowledge of Financial Products

Education

Level 4 CII

Working towards Level 6 CII

Job description

Job Description

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.

What is the opportunity?

As we continue to grow, we are looking for a Wealth Manager, based in Leeds 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?

• Manage 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 contribute towards the achievement of the branch business plan.
• Proactively network through seeking opportunities with current, new, and potential clients; support business development events.
• Clearly articulate the full breadth of RBC proposition (e.g. investment, lending, cash, and trust solutions) to clients and prospects. Work as part of the broader wealth management team and introduce the right specialists to client relationships, where required, to enhance client experience and deliver exceptional client outcomes.
• Always ensure clients are referred internally to the ‘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 the 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.

Job Details

• Address: 10 Wellington Place, Leeds
• City: Leeds
• Country: United Kingdom
• Work hours/week: 35
• Employment Type: Full time
• Platform: Wealth Management
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2025‑01‑28
• Application Deadline: 2026‑01‑11

Inclusion & 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.

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