Wealth Manager – Private Banking & Growth

Royal Bank Of Canada>; Cheltenham; On-site; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Total Rewards Program

Coaching & development

Opportunities to work with top field

Make a difference and impact

Dynamic, collaborative team

Job summary

RBC Brewin Dolphin in the West of England is seeking a Wealth Manager to lead client relationships across Bath, Bristol and Cheltenham. You will manage a dedicated client base, deliver tailored wealth solutions, and drive revenue growth via new opportunities.

A proactive, client-centric advisor will excel in a collaborative environment. The role emphasizes building strong client trust, leveraging a comprehensive service suite, and using digital tools to enhance efficiency and scalability.

Qualifications

• Held a Level 4 CII/CISI investment certification as a minimum, with progress toward Level 6 PCIAM or Chartered Wealth Manager desirable.
• Demonstrated track record as a successful Wealth Manager / Investment Manager.
• 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 by expanding the client base through networking, referrals and business development.
• Articulate our investment, trust and lending services with confidence and clarity.
• Utilise digital tools and processes to enhance efficiency, client adoption, and scalable growth.

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

Education

Level 4 CII/CISI investment certification (minimum)

Progress toward Level 6 PCIAM or Chartered Wealth Manager (CISI Level 7) preferred

Job description

RBC Brewin Dolphin in the West of England is seeking a Wealth Manager to lead client relationships across Bath, Bristol and Cheltenham. You will manage a dedicated client base, deliver tailored wealth solutions, and drive revenue growth via new opportunities.

A proactive, client-centric advisor will excel in a collaborative environment. The role emphasizes building strong client trust, leveraging a comprehensive service suite, and using digital tools to enhance efficiency and scalability.