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About the Role
RBC Wealth Management Europe empowers private clients to achieve their financial aspirations. The RBC Brewin Dolphin business is seeking a Wealth Manager to lead client relationships in London and the South East, shaping exceptional client outcomes in a collaborative environment. The Wealth Manager will oversee and manage a dedicated client base, strengthen existing relationships through proactive engagement, and drive revenue expansion by identifying new client opportunities.
Responsibilities
- Build Lasting Partnerships: Cultivate deep relationships with high-net-worth individuals and families, understanding their unique financial and personal goals to deliver holistic wealth solutions, with the support of an excellent support team.
- Drive Growth with Impact: Leverage expertise to expand the client base through strategic networking, referrals, and business development initiatives, directly contributing to team and individual revenue targets.
- Champion the RBC Proposition: Articulate the comprehensive suite of services—from investment strategies to trust and lending solutions—with confidence and clarity, ensuring clients receive seamless, best-in-class advice.
- Operational Excellence: Harness digital tools and process innovations to enhance efficiency, client adoption, and scalable growth.
Requirements
- Hold a Level 4 CII/CISI certification (with FP & Advice paper) as a minimum, with progress toward Level 6 CII or Chartered Wealth Manager (CISI Level 7) preferred.
- Demonstrated track record as a successful Wealth Manager / Financial Planner, navigating complex advice areas (e.g., tax, estate planning) with integrity and precision.
- Exceptional communication skills, market insight, and trust-building abilities to become clients’ go-to advisor.
Skills
- Business Development
- Client Centricity
- Communication
- Long Term Planning
Location
- London, United Kingdom
Work Type
- Full time
Education Level
- Level 4 CII/CISI certification (with FP & Advice paper)
- Level 6 CII or Chartered Wealth Manager (CISI Level 7) preferred
Benefits
- A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
- Leaders who support development through coaching and managing opportunities
- Opportunities to work with the best in the field
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
About the Company
- At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC.
- We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world.
- Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
- RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.