Director, Wealth Manager

Director, Wealth Manager

Join to apply for the Director, Wealth Manager role at RBC Brewin Dolphin

RBC Wealth Management Europe provides comprehensive wealth management capabilities through RBC Brewin Dolphin and RBC Wealth Management to private clients, including professionals, inheritors, business owners, entrepreneurs, intermediaries and charities. We help clients meet their financial goals through investments, financial planning, trust, credit, and banking capabilities.

RBC Wealth Management Europe’s 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. We’ve expanded our product suite to better serve our clients, but our journey doesn’t stop there. Exciting initiatives are underway to enhance our use of technology, helping us scale efficiently, free up more time for our advisers, and offer even greater convenience to our clients.

We’re also investing in our client‑facing teams, equipping them with the skills and expertise needed to deliver an exceptional wealth management service.

As we continue to grow, we are looking to welcome exceptional talent across the UK. If you’re a director‑level Advisor seeking a new opportunity at a pivotal time in our journey, we would love to hear from you.

• Manage a client base, developing and maintaining existing relationships and increasing business with new client generation.
• Lead interactions with wealth advice, ensuring all interactions lead to a full understanding of clients’ and prospects’ financial goals, personal goals, and ambitions.
• Operate with a growth mindset, manage a new business target, lead business development activities, and contribute towards the achievement of the group business plan, vision, and strategy.
• Consistently articulate the full breadth of the RBC proposition (investment, lending, cash, and trust solutions) to clients and prospects. Work with the broader wealth management team, introducing specialists to client relationships where required, to enhance client experience and deliver exceptional outcomes.
• Ensure clients are referred internally to the ‘home of best fit’.
• Take clients through as much of the advice journey as possible before involving other specialist colleagues.
• Lead and manage teams, providing guidance, coaching, and mentorship to ensure professional growth and delivery of exceptional services.
• Drive performance management, including goal setting, performance reviews, individual development conversations, and planning.

• Level 6 CISI or CII. Level 4 can be considered if you have extensive experience.
• Significant experience within a wealth management role.
• Proven relationship‑management skills, with the ability to understand client needs, articulate solutions, and earn trust.
• Extremely detailed and diverse knowledge of business sectors, current developments, market trends, and financial products and services.
• Acts as a role model and demonstrates capacity to drive positive behaviours in team members and colleagues.

• Level 7 Chartered Wealth Manager qualification or equivalent.

We thrive on the challenge to be our best—progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving mutual success.

• A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation.
• Leaders who support your development through coaching and management opportunities.
• Opportunities to work with the best in the field.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high‑performing team.
• A world‑class training program in financial services.

RBC Group does not accept agency résumés. Please do not forward résumés to our employees, nor any other company location. RBC Group only pays fees to agencies where they have entered into a prior agreement and in any event…