Associate, Wealth Management

You will be a Wealth Management Associate, providing support and assistance under the guidance of senior colleagues in Wealth Management. This role is designed for structured development, offering hands-on experience, mentorship and full support to achieve industry-specific qualifications, with a clear progression route into a Wealth Manager or Wealth Paraplanner position.

This is a permanent, full-time role and requires 4 days in the office at our Edinburgh location, with flexibility to work 1 day per week remotely, depending on working arrangements.

Work closely with senior wealth professionals, gaining exposure to client support, investment solutions and financial planning under expert supervision

Progress through a structured pathway to advance into a Wealth Manager or Wealth Paraplanner role, supported by RBC's commitment to your success

Collate and verify the accuracy of information and work provided

Support wealth colleagues with all aspects of client support, including preparation of reviews and client documentation

Develop knowledge of investment, lending, cash and trust solutions through exposure to client support

Provide clients with information (not advice) in accordance with regulatory requirements

Support business development through correct application of client processes and procedures

Collaborate with One RBC partners and functional colleagues across platforms to ensure clients receive exceptional service

Strong attention to detail and a passion for Wealth Management

Clear and concise communication skills – oral and written

Commitment to achieving industry qualifications – no prior qualifications are required, as we fund and support your journey

Awareness of RBC Brewin Dolphin's values and culture

Basic experience or exposure to financial products

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 Programme including bonuses, flexible benefits and competitive compensation

Leaders who support your development through coaching and mentoring 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

A world-class training programme in financial services

RBC Group does not accept agency resumés. Please do not forward resumés to our employees or any other company location. RBC Group only pays fees to agencies where a prior agreement exists and does not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

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Job Skills

Additional Job Details

Address:

144 MORRISON STREET:

EDINBURGH

City:

Edinburgh

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Posted Date:

Final date to receive applications:

Note : Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above

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…