Wealth Manager | Private Client Growth Lead

RBC Brewin Dolphin; Nottingham; On-site; GBP 65,000 - 100,000; Full time

Benefits offered by this job

Total Rewards program

Coaching and development opportunities

Industry-leading professionals

Dynamic, high-performing team

Job summary

RBC Brewin Dolphin seeks a Wealth Manager to lead client relationships in Nottingham, Leicester, Derby and surrounding areas. Depending on experience, the role may be offered as Wealth Manager or Associate Director, with opportunities to shape client outcomes in a collaborative environment.

The role focuses on managing a dedicated client base, expanding revenue, and delivering tailored financial planning and trust solutions through RBC’s platform.

Qualifications

• Demonstrated track record as Wealth Manager or Financial Planner.
• Ability to navigate complex advice areas (tax, estate planning) with integrity.
• Excellent communication, market insight and trust-building abilities.

Responsibilities

• Build lasting partnerships with high-net-worth clients and families.
• Drive growth through networking, referrals and business development.
• Articulate the RBC proposition and deliver best-in-class advice.
• Utilise digital tools to enhance efficiency and scalable growth.

Skills

Communication skills

Market insight

Trust-building

Networking

Business development

Education

Level 7 Chartered Wealth Manager

Level 6 CII Advanced Diploma

Job description

RBC Brewin Dolphin seeks a Wealth Manager to lead client relationships in Nottingham, Leicester, Derby and surrounding areas. Depending on experience, the role may be offered as Wealth Manager or Associate Director, with opportunities to shape client outcomes in a collaborative environment.

The role focuses on managing a dedicated client base, expanding revenue, and delivering tailored financial planning and trust solutions through RBC’s platform.