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Wealth Manager

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Brewin Dolphin

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Location:
United Kingdom , London

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

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. What is the opportunity? We have an exciting opportunity for an Wealth Manager to join the RBC Brewin Dolphin London charity team. This role is fundamental to the evolution of the London Team and will contribute to the exciting growth opportunity for the National Team given developments within the sector. We are seeking a highly motivated, detail-oriented team player who thrives in a fast-paced environment to join the London team. The team looks after charity, not-for-profit and other institutional clients in London and the South East. The successful candidate will help develop strong partnerships with existing and potential charity clients, tailoring and actively managing investment portfolios to meet their particular needs, reporting on progress and enhancing the relationship through value-added services. Identifying new client relationships and opportunities by developing business through key origination tactics and networks, ultimately building the profile of the Charities team will also be a part of the role. Strong stakeholder management, excellent communication and relationship management skills, an eye for detail, and the ability to work under pressure and deliver to consistently high standards are essential. RBC’s expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.

Job Responsibility:

  • Manage a client base, fostering trust and delivering tailored wealth solutions
  • Originate new business opportunities through referrals and proactive networking
  • Champion RBC’s values—Client First, Collaboration, Accountability, Diversity & Inclusion, and Integrity—in every interaction
  • Stay ahead of the curve with continuous professional development and specialist training
  • Adhere to regulatory standards, ensuring compliance with FCA rules

Requirements:

  • Level 7 Chartered Wealth Manager qualification or equivalent e.g. CFA, with a passion for wealth management
  • Proven relationship management skills—ability to earn client trust and articulate complex financial concepts simply
  • A growth mindset—thrive in changing environments, embrace new challenges, and drive business development
  • Strong communication and presentation skills—confidently engage clients and colleagues alike
  • Team player—collaborate across departments to deliver One RBC solutions

Nice to have:

Proactive networking in the local and surrounding areas with pre-established connections

What we offer:
  • 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

Additional Information:

Job Posted:
April 05, 2026

Expiration:
April 07, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

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