Sanjay Kerai

Sanjay Kerai is a Director in the Wealth Planning team at RBC Private Wealth, part of RBC Wealth Management’s European business.

Sanjay plays a pivotal role in developing the firm’s Wealth Planning proposition and establishing the supporting processes that enable our advisers to deliver exceptional service to clients. Working closely with our Wealth Planners, Sanjay helps formulate and formalise comprehensive financial advice tailored to the needs of high-net-worth and ultra-high-net-worth individuals, families and trusts. His focus on process excellence ensures that our advisers have the frameworks and tools they need to provide sophisticated, structured advice.

Having started his wealth management and financial planning career in 2010, Sanjay worked at three financial institutions, including UBS, delivering key enhancements to financial planning offerings. From 2013 onwards, he progressed through UBS’s Financial Planning team, advancing from Administrator to Senior Paraplanner over six years, before joining RBC in 2019.

During his career, Sanjay has developed deep expertise in complex financial planning advice, mentored team members, and achieved professional recognition through multiple qualifications. He holds Chartered Financial Planner status with the Chartered Institute of Insurance (CII) and the APM Project Management Qualification (PMQ). Born in London, Sanjay holds a BSc (Hons) in Economics from Royal Holloway.

Outside of work, Sanjay enjoys spending time with family and friends, playing chess and darts (with varying degrees of success), and tackling DIY home improvements. He is passionate about video games and exploring diverse cuisines, and loves experimenting with cooking them himself, though his family might argue about the outcomes.