RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England
Core
Lead client relationships for high-net-worth individuals and families, delivering tailored financial planning, investment strategies, trust services, and credit solutions.
Role type
Wealth Manager (Financial Planner)
Builds
Holistic wealth solutions and revenue growth for private clients
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Financial planning, Investment strategy, Trust services, Credit solutions, Business development, Client relationship management, Tax and estate planning
Preferred skills
Level 6 CII or Chartered Wealth Manager (CISI Level 7) certification
Technologies
Digital tools and process innovations
Responsibilities
Cultivate deep relationships with high-net-worth individuals, expand client base through networking and referrals, articulate comprehensive service suite, enhance efficiency using digital tools
Seniority
Mid-Senior, hands-on IC