RBC Brewin Dolphin - Wealth Manager - West of England
Core
Lead client relationships for high-net-worth individuals and families, delivering tailored investment strategies, trust services, and credit solutions to achieve their financial aspirations.
Role type
Wealth Manager (Private Banking)
Builds
Holistic wealth solutions and revenue growth for private clients
Domain
Financial Services / Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment certification (Level 4 CII/CISI), client relationship management, business development, financial planning, trust services, credit solutions
Preferred skills
Level 6 PCIAM or Chartered Wealth Manager (CISI Level 7), market insight
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