Description
RBC Brewin Dolphin is seeking Wealth Managers for our offices in Bath, Bristol and Cheltenham.
As a Wealth Manager, you will oversee and manage a dedicated client base with diverse investment needs, ensuring tailored solutions and exceptional service. You will strengthen existing client relationships through proactive engagement and personalised financial strategies as well as drive revenue expansion by identifying and securing new client opportunities, leveraging your expertise and networks.
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 your expertise to expand our client base through strategic networking, referrals, and business development initiatives, directly contributing to team and individual revenue targets.
- Champion the RBC Proposition: Articulate our 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 investment certification as a minimum, with progress toward Level 6 PCIAM or Chartered Wealth Manager (CISI Level 7) preferred.
- Demonstrated track record as a successful Wealth Manager / Investment Manager.
- Exceptional communication skills, market insight, and trust-building abilities to become clients’ go-to advisor.
Benefits:
- A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
- Leaders who support your 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