Associate, Wealth Management

We have an exciting opportunity for an Associate to join the Wealth Management team in our London 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.

• Assist, support, and work under supervision of senior wealth colleagues.
• Collate and verify 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.
• Develop knowledge on breadth of investment, lending, cash, and trust solutions and begin to build knowledge through exposure to client support.
• Provide client with information, not advice.
• Support business development through correct application of client processes and procedures.
• Aware of the office business plans and develop understanding to support 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.

• Good attention to detail and diverse knowledge of business sectors, current business developments, market trends, and financial products and services to effectively communicate with and gain the confidence of clients.
• Clear and concise communication skills – oral and written.

• Existing knowledge of RBC Brewin Dolphin conduct and values.
• Relevant qualification(s):
  Working towards CII Level 4 Diploma in Regulated Financial Planning or equivalent.

• 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: 16 ST HELEN'S PLACE, LONDON

City:
London

Country:
United Kingdom

Work hours/week: 35

Employment Type:

Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type:

Salaried

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 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.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity lified applicants may be contacted to review their resume in more detail.