# Financial Planning-focused Wealth Managers

**Company**: RBC Brewin Dolphin
**Location**: Bath
**Work arrangement**: hybrid
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/QUEEN-SQUARE-PLACEBATH/RBC-Brewin-Dolphin---Wealth-Manager---West-of-England_R-0000174399-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_9ae73a7b-698

## Description

RBC Brewin Dolphin is seeking Financial Planning-focused Wealth Managers for offices in Bath, Bristol, and Cheltenham.

As a Wealth Manager, you will oversee a dedicated client base with diverse financial planning needs, ensuring tailored solutions and exceptional service.

**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.

- Drive Growth with Impact: Leverage expertise to expand the client base through strategic networking, referrals, and business development initiatives.

- Champion the RBC Proposition: Articulate the comprehensive suite of services, from investment strategies to trust and lending solutions, with confidence and clarity.

- 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 with integrity and precision.

- Exceptional communication skills, market insight, and trust-building abilities.

**Benefits:**

- 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.

## Skills

### Required
- Business Development
- Client Centricity
- Communication
- Long Term Planning
- Financial Planning
- Wealth Management

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/QUEEN-SQUARE-PLACEBATH/RBC-Brewin-Dolphin---Wealth-Manager---West-of-England_R-0000174399-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)