RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planner)
Core
Lead client relationships for high-net-worth individuals and families, delivering holistic wealth solutions including investments, trust services, and credit solutions.
Role type
Wealth Manager / Financial Planner
Builds
Tailored financial planning, trust services, and credit solutions for private clients
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Financial planning, Investment strategies, Trust services, Credit solutions, Client relationship management, Business development, Regulatory compliance
Preferred skills
Chartered Wealth Manager (CISI Level 7), Level 6 CII certification