Associate Director​/Director, Intermediaries Investment Manager

Join to apply for the RBC Brewin Dolphin – Associate Director/Director, Intermediaries Investment Manager role at RBC Brewin Dolphin

1 week ago Be among the first 25 applicants

Join to apply for the RBC Brewin Dolphin – Associate Director/Director, Intermediaries Investment Manager role at RBC Brewin Dolphin

What is the opportunity?

At RBC Brewin Dolphin, our vision is to be the most trusted name in world-class wealth management—driven by expert advice, a people-first approach, and cutting-edge digital solutions.

Job Summary



Job Description

What is the opportunity?

At RBC Brewin Dolphin, our vision is to be the most trusted name in world-class wealth management—driven by expert advice, a people-first approach, and cutting-edge digital solutions.

We’ve expanded our product suite to better serve our clients, but our journey doesn’t stop there. Exciting initiatives are underway to enhance our use of technology, helping us scale efficiently, free up more time for our advisers, and offer even greater convenience to our clients. We’re also investing in our client-facing teams, equipping them with the skills and expertise needed to deliver an exceptional wealth management service.

As we continue to grow, we are looking for an Intermediaries Investment Manager, at the Associate Director or Director level, based in Glasgow. You will be responsible for leading and managing client relationships via Intermediary partners. The role will require you to maintain existing client relationships and importantly identify new clients' relationships through key origination tactics and networks. You will deliver net revenue growth by focusing on achieving the Intermediary team’s net sales target.

RBC’s expectation is that from mid-September 2025, 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?

• Responsible for the management of a client base of Advisory Firms, Advisers and their underlying clients, developing and maintaining existing relationships, and in partnership with Business Development Managers further increasing business with the generation of new Adviser relationships and clients.
• Consistently leading interactions on Investment process and solutions, in collaboration with the Business Development Manager, ensuring all interactions leads to a full understanding of the financial, personal goals and ambitions of Advisers and their underlying clients.
• Operating with a growth mindset, managing new business targets, leading business development activities in partnership with Business Development Managers, and contributing towards the achievement of the group business plan, vision, and strategy
• Consistently articulating the full breadth of the RBC Adviser proposition and solutions, producing and presenting relevant illustrations and supporting literature to existing and prospect Advisers and clients.
• Working together with Business Development Managers to enhance the Adviser client experience and deliver exceptional outcomes for Advisers and their underlying clients.
• Meet FCA qualification and WME internal requirements for authorisation to create and sign off Investment Proposals and manage client assets in line with the Investment Mandate.

• Significant experience within an Investment Management role and a strong understanding of the Intermediary industry, including business practices, understanding agent as client and the reliance model, as well as an in-depth knowledge of 3rd party platforms and providers.
• Proven Relationship Management skills with an ability to understand both Adviser and client needs, the knowledge and communication skills to identify and articulate issues and solutions, the integrity to earn the Advisers and clients trust
• At least Level 6 CISI
• Registration with the appropriate regulatory body: as permitted to give advice.