RBC Brewin Dolphin - Wealth Manager
Hybrid
Core
Managing a portfolio of clients, developing relationships, and delivering complex wealth advice to guide clients through the full advice journey.
Role type
Wealth Manager
Builds
Client relationships and new business generation
Domain
Financial Services / Private Banking
Deliverable
client delivery
Required skills
Client relationship management, complex wealth advice, business development, lending/cash/trust solutions knowledge, proposal preparation
Preferred skills
Level 7 Chartered Wealth Manager qualification
Responsibilities
Manage and develop client portfolio, identify new business opportunities, conduct comprehensive client conversations, deliver complex wealth advice, present proposals and client strategies, drive operational efficiency