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

0000050471 Rbc Europe Limited; Cheltenham; On-site; GBP 70,000 - 100,000; Full time

Benefits offered by this job

Total rewards program with bonuses

Flexible benefits

Competitive compensation

Job summary

RBC Brewin Dolphin is seeking a Wealth Manager to lead client relationships in the West of England from Bath, Bristol or Cheltenham offices. The role is permanent, full-time, with 4 days in the office weekly across Bath, Bristol or Cheltenham.

You will grow an existing client base and identify new opportunities, delivering tailored financial planning and investments through our broad service offering. You will hold a Level 4 CII/CISI (FP & Advice) with progression toward Level 6 or Chartered

Qualifications

• Must-have Level 4 CII/CISI certification (with FP & Advice paper) as a minimum.
• Proven track record as Wealth Manager/Financial Planner in high-net-worth advisory.
• 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 strategic networking, referrals and business development to meet revenue targets.
• Champion the RBC proposition—articulate investment, trust and lending services with clarity.

Skills

CII/CISI Level 4

Wealth management

Relationship management

Communication skills

Job description

RBC Brewin Dolphin is seeking a Wealth Manager to lead client relationships in the West of England from Bath, Bristol or Cheltenham offices. The role is permanent, full-time, with 4 days in the office weekly across Bath, Bristol or Cheltenham.

You will grow an existing client base and identify new opportunities, delivering tailored financial planning and investments through our broad service offering. You will hold a Level 4 CII/CISI (FP & Advice) with progression toward Level 6 or Chartered