RBC Brewin Dolphin - Wealth Manager/Associate Director, (Wealth Planner / Financial Planning) - Nottingham / Leicester / Derby
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 / Associate Director
Builds
Tailored financial planning and wealth management services for private clients
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
Complex financial advice (tax, estate planning), business development, relationship management, regulatory compliance
Preferred skills
Level 7 Chartered Wealth Manager or Level 6 CII Advanced Diploma