Director & Wealth Manager: Grow Clients, Lead Teams

2 weeks ago


Bath, United Kingdom RBC Brewin Dolphin Full time

A leading wealth management firm in Bath is seeking a Director, Wealth Manager to lead client relationships and drive business growth. The ideal candidate will have significant experience in wealth management, proven relationship-management skills, and a strong understanding of financial products. This full-time position offers a competitive package and opportunities for professional growth within a collaborative and dynamic team.
#J-18808-Ljbffr



  • Bath, United Kingdom Royal Bank of Canada> Full time

    OverviewOur 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...


  • Bath, United Kingdom RBC Brewin Dolphin Full time

    Job DescriptionApply now, read the job details by scrolling down Double check you have the necessary skills before sending an application.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,...


  • Bath, United Kingdom RBC Brewin Dolphin Full time

    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,...


  • Bath, United Kingdom RBC Full time

    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...


  • Bath, United Kingdom Royal Bank of Canada> Full time

    A leading financial services provider in Bath is seeking a Director, Wealth Manager to oversee client relationships and drive business growth. The ideal candidate will have significant experience in wealth management and must hold Level 6 CISI or CII. Responsibilities include managing a client base, developing relationships, achieving sales targets, and...


  • Bath, United Kingdom RBC Full time

    A leading financial services firm in Bath is looking for a Director, Wealth Manager to lead client relationship management and drive net revenue growth. The ideal candidate will possess a Level 6 CISI or CII certification and significant experience in wealth management. Responsibilities include maintaining and developing client relationships, managing teams,...


  • Bath, United Kingdom HSBC Full time

    A leading banking institution is seeking a Wealth Director in the Bath & Wiltshire Area. This role involves managing a portfolio of high value Premier customers, providing them with holistic financial advice, and ensuring a tailored wealth management service. The ideal candidate should hold relevant Level 4 qualifications and have experience with high net...

  • Wealth Director

    4 weeks ago


    Bath, United Kingdom HSBC Full time

    If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Our Wealth and Personal Banking business supports millions of individuals,...


  • Bath, Somerset, United Kingdom micro1 Full time

    Job Title: Private Wealth Management / Personal Finance Advisor Job Type: Part-time, Contract Location: Remote Join our customer’s team as a Private Wealth Management / Personal Finance Advisor and offer your expertise to improve personalized wealth management at scale. You’ll work closely with one of the leading AI labs on a core capability,...


  • Bath, United Kingdom Sumer Group Holdings Limited Full time

    Private Client Tax Director Department: Personal Tax Employment Type: Permanent Location: Bath Description About Monahans is a leading provider of accounting and business advisory services in the South West, with a rich heritage spanning over 120 years. With a network of offices across Wiltshire and Somerset, we are committed to helping businesses thrive by...