Wealth Manager — West of England (Bath/Bristol/Cheltenham)

0000050471 Rbc Europe Limited; Bath; Hybrid; GBP 70,000 - 100,000; Full time

Benefits offered by this job

Total Rewards Program

Flexible benefits

Coaching & development

Job summary

RBC Brewin Dolphin seeks a Wealth Manager to lead client relationships in the West of England, covering Bath, Bristol and Cheltenham. The role focuses on tailored financial planning, strategic investments and trust solutions, with four in-office days per week in Bath, Bristol or Cheltenham.

You will expand the client base, deliver personalised strategies, and foster proactive engagement with high-net-worth clients while leveraging a strong support network and a collaborative culture.

Qualifications

• Level 4 CII/CISI certification (FP & Advice) required, with progress toward Level 6 or Chartered Wealth Manager preferred.
• Proven track record as Wealth Manager / Financial Planner handling complex advice areas (e.g., tax, estate planning).
• Exceptional communication, market insight and trust-building abilities.

Responsibilities

• Build lasting partnerships with high-net-worth individuals and families to deliver holistic wealth solutions with strong support.
• Drive growth through strategic networking, referrals and business development to meet revenue targets.
• Champion the RBC proposition by clearly communicating investment, trust and lending services for best-in-class advice.
• Leverage digital tools and processes to enhance efficiency, client adoption and scalable growth.

Skills

Wealth management

Client relationships

Financial planning

Communication skills

Job description

RBC Brewin Dolphin seeks a Wealth Manager to lead client relationships in the West of England, covering Bath, Bristol and Cheltenham. The role focuses on tailored financial planning, strategic investments and trust solutions, with four in-office days per week in Bath, Bristol or Cheltenham.

You will expand the client base, deliver personalised strategies, and foster proactive engagement with high-net-worth clients while leveraging a strong support network and a collaborative culture.