RBC Brewin Dolphin is one of the UK's leading independent providers of discretionary wealth management. We offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds.
We specialise in helping clients protect and grow their wealth by creating financial plans and investment portfolios that meet personal and professional ambitions and aspirations. Our services range from bespoke, discretionary investment management to retirement planning and tax-efficient investing.
The investment management service we offer is ‘discretionary investment management’ – which helps clients to both protect and grow their wealth. Our dedicated investment managers take care of everything associated with the day-to-day running of a portfolio, from determining and maintaining the most appropriate blend of assets, to monitoring and managing risk, to dealing and administration.
To ensure our investment managers make the most from opportunities that arise, our in-house research team provides award-winning analysis on individual equities, funds, fixed income and alternative investments. This invaluable resource is complemented by extensive third-party research across all asset classes from other leading investment houses.
About this opportunity:
We have an excellent opportunity for an Investment Manager to join the Newcastle office on a permanent basis.
The core of the team has been together for many years and they have a long history of providing a holistic wealth management service with strong emphasis put on financial planning as well as investment management. Knowledge and appreciation of financial planning services and tools would be beneficial in the role, but financial planning qualifications are not required.
Responsibilities Include:
1. Undertake all actions and roles consistent with the management and advice of client portfolios.
2. Responsible for the management of a client base of discretionary and/or advisory portfolios, developing and maintaining existing client relationships whilst further increasing business with the generation of new clients.
3. Proactively networks through seeking opportunities with current, new and potential clients.
4. Able to support business development events.
5. Supports more junior members as required.
6. Able to review, analyse and make changes to client portfolios in reaction to market forces or changing client circumstances using own knowledge, experience and Research Dept outputs.
7. Able to clearly explain to clients why changes to their portfolio may better suit their investment objectives.
8. Independently and confidently manages the client advice relationship to ensure engagement opportunities to develop client acquisition.
9. May manage a specialist client segment (e.g. Charities).
Skills:
1. Previous experience in an advisory role and as a result will have in-depth knowledge of Investment Management and client advice.
2. In-depth knowledge of complex and higher risk advice areas.
3. Previous and current provision of regulated advice across all standard advice areas.
4. Excellent communications skills, with the ability to foster relationships to create good client outcomes.
Qualifications:
1. Has attained CISI Level 7 Wealth Management Masters.
2. Maintains SPS in line with professional body requirements.
RBC Brewin Dolphin is proud to be an equal opportunity employer. We are committed to recruiting and developing a diverse workforce, inclusive of race, religion, age, gender, sexual orientation, and disability. If you have particular requirements in relation to accessibility or mobility during the recruitment process, please let us know by emailing TalentAcquisition@brewin.co.uk and we will do our best to make suitable adjustments.
To start your journey with us, please click the “Apply” button below. The closing date for applications is 25/09/2024. Some of our vacancies receive high numbers of applications and we may decide to close this sooner, so we would encourage you to apply as early as possible.
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