RBC Brewin Dolphin - Senior Associate, Wealth Management
RBC Capital
Job Description
What is the opportunity?
RBC Wealth Management Europe provides comprehensive wealth management capabilities through RBC Brewin Dolphin and RBC Wealth Management to private clients, including professionals, inheritors, business owners, entrepreneurs, intermediaries and charities. We help clients meet their financial goals through investments, financial planning, trust, credit, and banking capabilities.
The RBC Brewin Dolphin team are seeking a Senior Associate to join them, based in London. The Senior Associate will be principally responsible for maintaining existing client relationships and actively supporting business growth through contribution to team and office business development activities. As a certified person, you will provide regulated advice under the supervision and guidance of a Wealth Manager, whilst ensuring good client outcomes. A key part of the role would entail aspects such as assisting and maintaining the client base alongside a Wealth Manager.
What will you do?
Assist the management of a client base, under guidance of a senior colleague – Wealth Manager.
Participate in client meetings and build confidence through support of senior colleagues.
Work collaboratively with One RBC partners and functional colleagues across platforms.
Always act in the best interest of the client by actively going above and beyond to enhance the client experience. This includes partnering internally to improve processes and timely processing of client requests, etc.
Establish a client specific value proposition and ensure it is unique and differentiating.
Own the client strategy, and overall quality of client proposals.
Draw on the expertise of RBC to fully leverage complementary solutions and intellectual capital for existing clients.
Ensure compliance with all jurisdictional regulations, specifically those related to client confidentiality, Know Your Client, suitability, account opening documentation and verification of client instructions.
Identify opportunities to engage, refer to, and collaborate with colleagues across the specialist groups to provide sophisticated, bespoke client solutions.
Ensure the specific CPD criteria for Individual memberships of industry bodies are met and records are maintained for reporting purposes.
What do you need to succeed?
Must have
The minimum qualifications required for your specialist area as advised by our licensing scheme e.g. CISI or CII
Registration with the appropriate regulatory body as permitted to give advice.
Several years’ experience required within a Wealth Management role.
Knowledge of Wealth Management and Client Advice.
Ability to learn from experience and be adaptive to new situations.
Good communication, analytical, and presentation skills.
Ability to meet deadlines within restricted timescales.
Collaborative and Inclusive approach to work, demonstrate RBC Living our Values.
Good attention to detail and diverse knowledge of business sectors. This includes current business developments, market trends, financial products and financial services.
Desire and ability to work towards the following competencies: Business, Insight, Relationship Agility, Value Formation & Competitive Adeptness.
A broad understanding of the relationship between RBC’s tax, trust, banking, credit, investment management, capital markets, and custody products and services.
Clear understanding on full breadth of investment, lending, cash, and trust solutions.
What is in it for you?
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 Program including bonuses, flexible benefits and competitive compensation.
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.
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.
Agency Notice
RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.
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Job Skills
Commercial Acumen, Competitive Markets, Decision Making, Financial Regulation, Financial Services Industry, Group Problem Solving, Interpersonal Relationship Management, Investment Risk Management, Private Banking, Product ServicesAdditional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
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.
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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 at RBC. Qualified applicants may be contacted to review their resume in more detail.