Wealth Manager

Position: RBC Brewin Dolphin - Wealth Manager

RBC Brewin Dolphin – Wealth Manager

What is the opportunity?

At RBC Brewin Dolphin, our vision is to be the most trusted name in world‑class wealth management—driven by expert advice, a people‑first approach, and cutting‑edge digital solutions.

Job Description

We’ve expanded our product suite to better serve our clients, and our journey continues with exciting technology initiatives to scale efficiently and deliver exceptional client service. As we grow, we need a Wealth Manager based in Leeds who will maintain existing client relationships, identify new opportunities, and deliver net revenue growth by meeting team and individual net sales targets.

What will you do?

• Manage a predominantly financial‑planning client base, developing and maintaining existing client relationships and increasing business through new client acquisition.
• Conduct successful conversations with clients and prospects, gaining deep understanding of their financial and personal goals.
• Operate with a growth mindset and contribute to achieving the branch business plan.
• Network proactively to create opportunities with current, new, and potential clients, and support business‑development events.
• Clearly articulate the full breadth of the RBC proposition—investment, lending, cash, and trust solutions—to clients and prospects, working with the broader wealth‑management team to introduce the right specialists and enhance client experience.
• Ensure clients are referred internally to the appropriate specialist where needed.
• Take clients through as much of the advice journey as possible before involving other specialist colleagues.

What do you need to succeed? Must‑have

• At least Level 4 CII; preference for Level 6 or working towards it.
• Demonstrable experience in a wealth‑management/wealth‑planning role with deep knowledge of complex wealth advice areas.
• Proven relationship‑management skills, with the ability to understand client needs, articulate solutions, and earn trust.
• Knowledge of business sectors, current developments, market trends, and financial products and services to effectively communicate with clients.

What is in it for you?

• A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation.
• Coaching and management support for your development.
• Opportunities to work with leading professionals in the field.
• The chance to make a lasting impact.
• A dynamic, collaborative, progressive, high‑performing team.
• A world‑class training program in financial services.

Agency Notice

RBC Group does not accept agency resumés. Please do not forward resumés to our employees or to any other company location. RBC Group only pays fees to agencies with a prior agreement, and does not pay fees for unsolicited resumés. Please contact the Recruitment function for additional details.

Job Skills
Business Development, Client Centricity, Communication, Long‑Term Planning

Job Details

• Address: 10 Wellington Place, Leeds
• City:
  Leeds
• Country:
  United Kingdom
• Work hours/week: 35
• Employment Type:
  
  Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type:
  
  Salaried
• Posted Date: 2025‑01‑28
• Final date to receive applications: 2026‑01‑11 (Applications accepted until 11:59 PM the day before the deadline).

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace with diverse perspectives is core to our continued growth. We maintain a workplace that supports employees to perform at their best, collaborate effectively, drive innovation, and grow professionally. RBC fosters a respectful, belonging, and opportunity‑based environment for all.

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Seniority level

• Not Applicable

Employment type

• Full‑time

Job function

• Finance and Sales
• Banking and Financial Services

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