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?
Our Birmingham office is seeking a talented Wealth Manager in the early stages of their advisory career. If you’re a newly or recently qualified advisor with a passion for wealth management and a drive to succeed, we would love to hear from you.
The ideal candidate will have recently obtained approval to provide advice or gained hands-on experience managing client relationships. This is your chance to take the next bold step in your career, joining a dynamic team where ambition meets opportunity.
As a Wealth Manager, you’ll be at the forefront of our mission to deliver net revenue growth while ensuring outstanding client experiences. This role is ideal for someone eager to build and nurture client relationships and develop a deep understanding of their financial goals and ambitions and collaborate and grow. You will work alongside specialists to deliver bespoke wealth advice and grow your expertise in financial planning, investment management, and banking.
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.
What will you do?
Manage a diverse 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
What do you need to succeed?
Must-have:
Level 7 Chartered Wealth Manager qualification, 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 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.
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Job Skills
Communication, Critical Thinking, Detail-Oriented, Financial Planning and Analysis (FP&A), Financial Regulation, Fund Analysis, Interpersonal Relationship Management, Personal Development, Personal Initiative, Quantitative MethodsAdditional Job Details
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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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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.