Associate, Wealth Management

Job Description What is the opportunity?

We have an exciting opportunity for a Wealth Management Associate to join the team in our Glasgow office. The Wealth Associate will be responsible for providing support and assistance to the team, while working under the guidance of senior colleagues in Wealth management.

The successful candidate will be responsible for providing support to the wealth managers, digital adoption, actively developing subject knowledge on wealth management, client advise processes and industry.

RBC’s expectation is that 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.

• Assist, support, and work under supervision of a senior wealth colleague.
• Collates and verifies the accuracy of the information and work provided.
• Support wealth colleagues with all aspects of client support and assist in preparation of reviews and client documentation.
• Developing knowledge on breadth of investment, lending, cash, and trust solutions and begins to build knowledge through exposure to client support.
• Information giver: providing client with information and not advice.
• Supports business development through correct application of client processes and procedures.
• Aware of the office business plans and develops understanding to supports the team in achieving overall objectives.
• Work collaboratively with One RBC partners and functional colleagues across platforms, and partner with other business units to ensure clients are receiving exceptional services.
• Develop full understanding of existing and new digital capabilities, and support driving client adoption as part of the overall advice-led wealth management proposition.
• Comply with any reasonable instructions or regulations issued by the Company from time to time including those set out in the terms of the dealing and other manuals, including staff handbooks and all other group policies.
• Assist team members as required and work effectively with colleague.
• Ensure Adherence to group values, policies, procedures, and working practices. Managing and operating within a risk management framework. Adhering to Conduct Risk Standards.

• Minimal administrative experience required.
• Good attention to detail and diverse knowledge of business sectors, current business developments, market trends, and financial products and services are required to effectively communicate with and gain the confidence of clients.
• Clear and concise communication skills – oral and written.
• Accuracy, numeracy, attention to detail.
• Ability to meet deadlines/work within restricted timescales.
• Ability to work on own initiative to achieve required results.

• Existing knowledge of RBC Brewin Dolphin conduct and values.

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.

• Leaders who support your development through coaching and managing 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.

Business Development, Client Centricity, Communication, Long Term Planning

Address: 8TH FLOOR, CADWORKS 41, WEST CAMPBELL STREET:

GLASGOW

City: Glasgow

Country: United Kingdom

Work hours/week: 35

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date:

Final date to receive applications:

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

At 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 and create value for our clients and communities.

RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.