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RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England @ RBC

Bath, United KingdomOnsiteFull-time
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About this role

Embrace the role of a Wealth Manager at RBC Brewin Dolphin, leading client relationships and delivering tailored financial solutions in the West of England. Leverage your expertise in financial planning, business development, and client service to drive growth and make a lasting impact. Advance your career with a collaborative, forward-thinking wealth management team.. Category: Customer Service | Client Advice | Sales

Skills

level 4 cii/cisi certificationfinancial planningwealth managementclient relationship managementbusiness developmenttrust servicesinvestment strategiesestate planningtax advisorylending solutionsprocess innovationlong term planningmarket insighttrust buildingreferral generation

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