Director, Wealth Manager

Brewin Dolphin Holdings PLC; Bath; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading wealth management firm in Bath seeks an experienced wealth manager to manage a diverse client base and foster strong relationships. The role requires significant experience in wealth management and proven relationship management skills. You will lead a team, drive business development, and ensure exceptional client service. This opportunity offers a competitive salary and comprehensive benefits in a progressive work environment.

Benefits

Comprehensive Total Rewards Program

Coaching and development opportunities

Dynamic and collaborative team environment

Qualifications

• Significant experience in a wealth management role.
• Ability to earn clients' trust through proven relationship management skills.
• Extensive knowledge of financial products and services.

Responsibilities

• Manage a client base and develop existing relationships.
• Lead business development activities and contribute to strategy achievement.
• Guide and mentor team members.

Skills

Relationship management

Wealth management expertise

Communication

Market knowledge

Education

Level 6 CISI or CII

Level 4 CISI or CII with extensive experience

Job description

Our Business

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.

Opportunity

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, and exciting initiatives underway will 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.

Responsibilities

• Responsible for the management of a client base, developing and maintaining existing client relationships, and further increasing business through new client generation.
• Consistently lead interactions with wealth advice, ensuring all interactions lead to a full understanding of clients and prospects and gaining a deep understanding of their 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 RBC proposition (e.g. investment, lending, cash, and trust solutions) to clients and prospects. Work as part of the broader wealth management team and introduce the right specialists to client relationships, where required, to enhance client experience and deliver exceptional client outcomes.
• Ensure clients are referred internally to the ‘home of best fit’.
• Confidently 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 team members’ professional growth and delivery of exceptional services.
• Drive performance management, including goal setting, performance reviews, individual development conversations, and planning.

Qualifications

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

Benefits

• A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation.
• Leaders who support your development through coaching and managing 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.

Employment Details

• Address: QUEEN SQUARE PLACE: BATH
• City: Bath
• Country: United Kingdom
• Work hours/week: 35
• Employment Type: Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2025-11-26
• Application Deadline: 2026-01-01
• Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.
• Inclusion and Equal Opportunity: At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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