Wealth Manager - Private Clients & Growth (West England)

0000050471 Rbc Europe Limited; Cheltenham; On-site; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Bonuses

Flexible benefits

Competitive compensation

Coaching and development opportunities

Job summary

RBC Brewin Dolphin in Cheltenham is seeking a Wealth Manager to lead client relationships for private clients in the West of England. You will deliver tailored investment strategies, planning, and banking expertise to a dedicated base.

You will drive revenue and expand the client base through proactive engagement, leveraging your networks and expertise in private wealth management. A collaborative, forward-thinking team environment awaits.

Qualifications

• Must hold at least Level 4 CII/CISI investment certification, with progress toward PCIAM or Chartered Wealth Manager preferred.
• Demonstrated track record as a Wealth Manager/Investment Manager.
• Exceptional communication skills, market insight and trust-building abilities to become clients’ go-to advisor.

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 RBC’s services—from investments to trusts and lending—with confidence and clarity.
• Utilise digital tools and process improvements to enhance efficiency and scalable growth.

Skills

Wealth management

Investment management

Communication skills

Education

Level 4 CII/CISI investment certification

Job description

RBC Brewin Dolphin in Cheltenham is seeking a Wealth Manager to lead client relationships for private clients in the West of England. You will deliver tailored investment strategies, planning, and banking expertise to a dedicated base.

You will drive revenue and expand the client base through proactive engagement, leveraging your networks and expertise in private wealth management. A collaborative, forward-thinking team environment awaits.