RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planner)
Core
Lead client relationships for high-net-worth individuals, families, and charities by delivering tailored investment strategies, trust services, and credit solutions.
Role type
Wealth Manager / Financial Planner
Builds
Holistic wealth solutions including investments, trusts, and lending
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Financial planning, Investment strategy, Trust services, Credit solutions, Client relationship management, Business development, Networking, Regulatory compliance, Sales, Strategic advisory
Preferred skills
Level 6 CII or Chartered Wealth Manager (CISI Level 7) certification, Experience with complex financial planning
Technologies
Digital tools for wealth management
Responsibilities
Cultivate deep relationships with high-net-worth clients, Drive revenue growth through new client acquisition, Articulate comprehensive service suites, Enhance operational efficiency using digital tools