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.