Job Summary
Job Description
What is the opportunity?
We have an exciting opportunity for two Associates to join the wealth management team in Edinburgh. As an Associate, you will assist the wealth planning team in the production of Client Annual Reviews (CARs) and Suitability Reports, as well as provide support to senior colleagues.
This is a fantastic role for someone who is looking to build solid foundational knowledge of wealth management and kick start their career in the industry. As an Associate you will have the opportunity to study for industry recognised qualifications, as well as gain on the job experience. These experiences and learning pathways will give you a well-rounded skill set, that will enable you to build your career and develop in future as a Paraplanner and Advisor.
What will you do?
* Produce client annual reviews and suitability reports.
* Liaise with relevant providers to gather information to complete such reviews and reports
* Communicate with Wealth Managers and clients.
* Ensure client details and reviews are recorded correctly on systems.
* Support new business activities.
What do you need to succeed?
Must-have
* We don't require prior experience, but we are searching for dedicated individuals who are serious about creating a career in wealth management with us.
* Good time management skills, because this is a demanding role where you will often be managing many priorities and tasks
* Proactive, enjoy learning new things and seek out ways to expand your knowledge.
* Good attention to detail, maintaining accuracy when completing written and numerical based tasks.
* Clear and concise communication skills – with ability to communicate professionally with clients and colleagues.
* Intermediate knowledge of MS Word/Excel/Outlook.
Nice-to-have
* Previous administration experience may be beneficial for the tasks you will be performing in this role. However, we are most interested in finding candidates with the right attitude and desire to progress within wealth management.
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.
* 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.
* Flexible working options fully supported.
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.
#RBCBD
Job Skills
Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations Management
Additional Job Details
Address:
144 MORRISON STREET:EDINBURGH
City:
Country:
United Kingdom
Work hours/week:
35
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-06-13
Application Deadline:
2025-06-27
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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