Job Summary

Job Description

What is the opportunity?

At RBC Brewin Dolphin, our vision is to be the most trusted name in world-class wealth management—driven by expert advice, a people-first approach, and cutting-edge digital solutions. 

We’ve expanded our product suite to better serve our clients, but our journey doesn’t stop there. Exciting initiatives are underway to enhance our use of technology, helping us scale efficiently, free up more time for our advisers, and offer even greater convenience to our clients. We’re also investing in our client-facing teams, equipping them with the skills and expertise needed to deliver an exceptional wealth management service. 

As we continue to grow, we are looking for a Wealth Manager, based in Cheltenham to service clients in the surrounding areas. As a Wealth Manager, you will be responsible for maintaining existing client relationships and identifying new opportunities through key origination tactics and networks. You will deliver net revenue growth for the group by focusing on achieving team and individual net sales targets.

What will you do?

Responsible for the management of a client base, developing and maintaining existing client relationships, and further increasing business with the generation of new clients.

Having  successful conversations with clients and prospects, developing a full understanding of their financial goals, personal goals, and ambitions.

Operating with a growth mindset and contributing towards the achievement of the branch business plan.

Proactively network through seeking opportunities with current, new, and potential clients. Able to support business development events.

Clearly articulate the full breadth of RBC proposition (e.g. investment, lending, cash, and trust solutions) to clients and prospects. Working as part of the broader wealth management team, and introducing the right specialists to client relationships, where required, to enhance client experience and deliver exceptional client outcomes.

Always ensure clients are referred internally to ‘home of best fit’.

Confidently take clients through as much of the advice journey as possible before involving other specialist colleagues.

What do you need to succeed?

Must-have

At least Level 4 CIB, CISI or CII. Preference to have obtained, or working towards, Level 6.

Demonstrable experience within a wealth management/wealth planning role with an in-depth understanding of complex wealth advice areas.

Proven Relationship Management skills, with ability to understand client needs, the knowledge and communication skills to identify and articulate solutions and the integrity to earn the client’s trust.

Knowledge of business sectors, current business developments, market trends, and financial products and services to effectively communicate with clients.

Nice-to-have

Experience working in an organisation undergoing significant change

What is in it for you?

We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper.  We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

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

A world-class training program in financial services

Flexible working options fully supported.

Agency Notice

RBC Group does not accept agency resumés.  Please do not forward resumés to our employees, nor any other company location.  RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

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Job Skills

Additional Job Details

Address:

ST JAMES HOUSE, SAINT JAMES' SQUARE:CHELTENHAM

City:

Cheltenham

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-06-20

Application Deadline:

2025-07-06

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At 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.

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