Senior Wealth Manager for High-Net-Worth Clients

RBC Brewin Dolphin; Penrith; On-site; GBP 75,000 - 110,000; Full time

Benefits offered by this job

Total Rewards Program

Coaching & development

Work with leaders

Dynamic team

Impactful work

Job summary

RBC Brewin Dolphin, part of RBC Wealth Management Europe, seeks a Wealth Manager to lead client relationships in Penrith and surrounding areas. You will manage a dedicated client base, deliver tailored financial strategies and identify new opportunities to drive revenue.

You will possess Level 4 CII/CISI with progress toward Level 6 or Level 7 preferred, and bring excellent communication, market insight and relationship-building capabilities to a high-performing team.

Qualifications

• Must-have: Level 4 CII/CISI with progress toward Level 6 or CISI Level 7 preferred.
• Proven track record as Wealth Manager/Financial Planner with integrity and precision.
• Exceptional communication skills, market insight and trust-building abilities.

Responsibilities

• Build lasting partnerships with high-net-worth clients and families to deliver holistic wealth solutions with support from an excellent team.
• Drive growth by expanding the client base through networking, referrals, and business development initiatives.
• Articulate the RBC proposition and provide best-in-class advice across investments, trusts and lending solutions.
• Utilise digital tools and processes to improve efficiency, client adoption and scalable growth.

Skills

Relationship management

Networking

Financial planning

Client advisory

Education

CII/CISI Level 4

Job description

RBC Brewin Dolphin, part of RBC Wealth Management Europe, seeks a Wealth Manager to lead client relationships in Penrith and surrounding areas. You will manage a dedicated client base, deliver tailored financial strategies and identify new opportunities to drive revenue.

You will possess Level 4 CII/CISI with progress toward Level 6 or Level 7 preferred, and bring excellent communication, market insight and relationship-building capabilities to a high-performing team.