Shrewsbury Wealth Manager: Growth, Planning & Impact

Royal Bank of Canada; Shrewsbury; On-site; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Bonuses

Flexible benefits

Competitive compensation

Career development

Job summary

RBC Brewin Dolphin is seeking a Wealth Manager to lead client relationships in Shrewsbury and surrounding areas. You will manage a dedicated client base, deliver tailored financial planning, and drive revenue growth through new opportunities, leveraging your networks and expertise.

The role requires a Level 4 CII/CISI certification or higher, with a proven track record as a Wealth Manager/Financial Planner, and exceptional communication skills to build trust with clients.

Qualifications

• Must-have: Level 4 CII/CISI certification minimum, progression toward Level 6 or Chartered Wealth Manager preferred.
• Proven track record as Wealth Manager/Financial Planner managing complex client needs.
• Exceptional communication, market insight and trust-building abilities.

Responsibilities

• Build lasting partnerships with high-net-worth individuals and families to deliver holistic wealth solutions.
• Drive growth through networking, referrals and business development to meet revenue targets.
• Articulate comprehensive services from investments to trust and lending with clarity.
• Leverage digital tools to enhance efficiency and scalable growth.

Skills

Banking Products

Communication

Critical Thinking

Customer Service

Interpersonal Relationship Management

Sales Activities

Education

CII/CISI Level 4

Job description

RBC Brewin Dolphin is seeking a Wealth Manager to lead client relationships in Shrewsbury and surrounding areas. You will manage a dedicated client base, deliver tailored financial planning, and drive revenue growth through new opportunities, leveraging your networks and expertise.

The role requires a Level 4 CII/CISI certification or higher, with a proven track record as a Wealth Manager/Financial Planner, and exceptional communication skills to build trust with clients.