Rbc Brewin Dolphin - Wealth Manager - West Of England

0000050471 Rbc Europe Limited; Bath; On-site; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Bonuses

Flexible benefits

Competitive total rewards

Job summary

RBC Brewin Dolphin in Bath, England, is seeking a Wealth Manager to lead client relationships across the West of England. You will deliver tailored investment strategies, trusted financial planning and banking expertise, while expanding the client base and revenue through proactive engagement.

You'll work with a capable support team to provide holistic wealth solutions to high-net-worth individuals and families, requiring strong communication, regulatory knowledge and a commitment to exemplary

Qualifications

• Level 4 CII/CISI investment certification required.
• Proven track record as Wealth Manager / Investment Manager.
• Exceptional communication, market insight and trust-building abilities.

Responsibilities

• Build Lasting Partnerships: Cultivate deep relationships with high-net-worth individuals and families, understanding their goals to deliver holistic wealth solutions with a strong support team.
• Drive Growth with Impact: Expand client base through networking, referrals and business development, contributing to revenue targets.
• Champion the RBC Proposition: Articulate services from investments to trust and lending with clarity, ensuring best-in-class advice.
• Operational Excellence: Use digital tools and processes to improve efficiency, client adoption and scalable growth.

Skills

Wealth Management

Investment Management

Communication Skills

Education

CII/CISI Level 4 Certification

Job description

Job Description

RBC Brewin Dolphin is seeking Wealth Managers for our offices in Bath, Bristol and Cheltenham.

What is the opportunity?

At RBC Wealth Management Europe, we empower private clients—from professionals and entrepreneurs to charities and inheritors—to achieve their financial aspirations through tailored investments, strategic financial planning, trust services, credit solutions, and banking expertise. As part of our dynamic growth, the RBC Brewin Dolphin business is seeking a Wealth Manager to lead client relationships in the West of England. This is your chance to shape exceptional client outcomes while advancing your career in a collaborative, forward-thinking environment.As a Wealth Manager, you will oversee and manage a dedicated client base with diverse investment needs, ensuring tailored solutions and exceptional service. You will strengthen existing client relationships through proactive engagement and personalised financial strategies as well as drive revenue expansion by identifying and securing new client opportunities, leveraging your expertise and networks.Should you be shortlisted, do please let us know if you have any specific requirements for the interview.

What will you do?

• Build Lasting Partnerships: Cultivate deep relationships with high-net-worth individuals and families, understanding their unique financial and personal goals to deliver holistic wealth solutions, with the support of an excellent support team.
• Drive Growth with Impact: Leverage your expertise to expand our client base through strategic networking, referrals, and business development initiatives, directly contributing to team and individual revenue targets.
• Champion the RBC Proposition: Articulate our comprehensive suite of services—from investment strategies to trust and lending solutions—with confidence and clarity, ensuring clients receive seamless, best-in-class advice.
• Operational Excellence: Harness digital tools and process innovations to enhance efficiency, client adoption, and scalable growth.

What do you need to succeed?

Must-have

• Hold a Level 4 CII/CISI investment certification as a minimum, with progress toward Level 6 PCIAM or Chartered Wealth Manager (CISI Level 7) preferred.
• Demonstrated track record as a successful Wealth Manager / Investment Manager.
• Exceptional communication skills, market insight, and trust-building abilities to become clients’ go-to advisor.

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

Address

ST JAMES HOUSE, SAINT JAMES' SQUARE:CHELTENHAM

City

Cheltenham

Country

United Kingdom

Work hours/week

35

Employment Type

Full time

Platform

WEALTH MANAGEMENT

Job Type

Regular

Pay Type

Salaried

Posted Date

2026-07-14

Application Deadline

2026-12-31

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.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.