Wealth manager Work, Jobs in Hartcliffe, Bst (with Salaries)

RBC Brewin Dolphin - Wealth Manager - West of England
Royal Bank of Canada —Bristol
- Full-time
- Business development
- Communication skills
- Banking
11d
Junior to Mid Portfolio Manager
Atomos —Bristol
- Hybrid work
PR Manager
Hugh James —Cardiff
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Employee assistance programme
- Employee discount
5d
Investment Specialist
Lloyds Wealth —Bristol
- £56,060 - £61,666 a year
- Full-time
- Communication skills
- Annual leave
- Work from home
6d
Trainee Financial Adviser
Douglas Steers & Company —Bristol
- £50,000 a year
- Full-time
- Sales
- Analysis skills
- Driving
- Free parking
- Health & wellbeing programme
Quick apply
11d
Client Services Executive - Bristol
Schroders —Bristol
- Full-time
- Microsoft Office
- IT
- Communication skills
7h
Digital Transformation Consultants
i3Works —Bristol
- £45,000 - £80,000 a year
- Full-time
- Hybrid work
- Business development
- Continuous improvement
- Agile
- Annual leave
- Life insurance
Wealth Administrator Assistant
Royal Bank of Canada —Cardiff
- Full-time
- Microsoft Outlook
- Customer service
- Microsoft Office
12d
Project and Resource Manager
Office for Students —Bristol
- £56,209 - £58,820 a year
- Full-time
- Hybrid work
- Presentation skills
- IT
13d
Audit Stream Learning and Development - US Curriculum Lead
BDO —Bristol
- Full-time
- Management
- Travel
- Communication skills
Project and Resource Manager Office for Students
Office for Students —Bristol
- £56,209 - £58,820 a year
- Full-time
- Hybrid work
- Presentation skills
- IT
12d
Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Regulation Managers
Office for Students —Bristol
- £45,536 - £46,701 a year
- Full-time
- Hybrid work
- Presentation skills
- IT
- Annual leave
4h
Administration Assistant - Investment Team - Hybrid
Argentis Group Limited —Bath
- £28,000 - £32,500 a year
- Full-time
- Hybrid work
- English
- Financial services
- Communication skills
Quick apply
Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning
Arbuthnot Latham —Bristol
- CRM software
- Sales
- Microsoft Office
Trainee Financial Adviser
The Private Office —Bath
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
Wealth Paraplanner
Royal Bank of Canada —Bath
- Full-time
- Customer service
- Communication skills
- Tax experience
4d
Project Manager
AmcoGiffen —Bristol
- £65,000 - £75,000 a year
- Full-time
- Engineering
- Business development
- Project management
- Life insurance
Quick apply
Private Markets Investment Administrator
Delio —Cardiff
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Financial services
Quick apply
Head of Financial Crime & Data Policy (fixed term)
M&G plc —Bath
- Full-time
- Team management
- Leadership
- Annual leave
6d

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RBC Brewin Dolphin - Wealth Manager - West of England

Royal Bank of Canada -
Bristol

Apply Now

Job details

Full-time
11 days ago

Qualifications

Business development
Estate planning
Communication skills
Banking
Certificate in Insurance

Full job description

Job Description

RBC Brewin Dolphin is seeking Wealth Managers for our offices in Bath, Bristol and Cheltenham.

What is the opportunity?
At RBC Wealth Management Europe, we empower private clients—from professionals and entrepreneurs to charities and inheritors—to achieve their financial aspirations through tailored investments, strategic financial planning, trust services, credit solutions, and banking expertise. As part of our dynamic growth, the RBC Brewin Dolphin business is seeking a Wealth Manager to lead client relationships in the West of England. This is your chance to shape exceptional client outcomes while advancing your career in a collaborative, forward-thinking environment.

As a Wealth Manager, you will oversee and manage a dedicated client base with diverse financial planning needs, ensuring tailored solutions and exceptional service. You will strengthen existing client relationships through proactive engagement and personalised financial strategies as well as drive revenue expansion by identifying and securing new client opportunities, leveraging your expertise and networks.

Should you be shortlisted, do please let us know if you have any specific requirements for the interview.

What will you do?

Build Lasting Partnerships: Cultivate deep relationships with high-net-worth individuals and families, understanding their unique financial and personal goals to deliver holistic wealth solutions, with the support of an excellent support team.
Drive Growth with Impact: Leverage your expertise to expand our client base through strategic networking, referrals, and business development initiatives, directly contributing to team and individual revenue targets.
Champion the RBC Proposition: Articulate our comprehensive suite of services—from investment strategies to trust and lending solutions—with confidence and clarity, ensuring clients receive seamless, best-in-class advice.
Operational Excellence: Harness digital tools and process innovations to enhance efficiency, client adoption, and scalable growth.

What do you need to succeed?

Must-have

Hold a Level 4 CII/CISI certification (with FP & Advice paper) as a minimum, with progress toward Level 6 CII or Chartered Wealth Manager (CISI Level 7) preferred.
Demonstrated track record as a successful Wealth Manager / Financial Planner, navigating complex advice areas (e.g., tax, estate planning) with integrity and precision.
Exceptional communication skills, market insight, and trust-building abilities to become clients’ go-to advisor.

What is in it for you?

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 success that is mutual.

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

Agency Notice

RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

#RBCBD

Job Skills

Business Development, Client Centricity, Communication, Long Term Planning

Additional Job Details

Address:

QUEEN SQUARE PLACE:BATH

City:

Bath

Country:

United Kingdom

Work hours/week:

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-05-28

Application Deadline:

2026-06-30

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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 to 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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Apply Now

Refine Your Search

wealth manager jobs in hartcliffe, bst

RBC Brewin Dolphin - Wealth Manager - West of England

Junior to Mid Portfolio Manager

PR Manager

Investment Specialist

Trainee Financial Adviser

Client Services Executive - Bristol

Digital Transformation Consultants

Wealth Administrator Assistant

Project and Resource Manager

Audit Stream Learning and Development - US Curriculum Lead

Project and Resource Manager Office for Students

Client Services Manager

Regulation Managers

Administration Assistant - Investment Team - Hybrid

Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning

Trainee Financial Adviser

Wealth Paraplanner

Project Manager

Private Markets Investment Administrator

Head of Financial Crime & Data Policy (fixed term)

I want to receive the latest job alerts for wealth manager in hartcliffe, bst

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