Job Description
What is the opportunity?We have an exciting opportunity for an Associate, Intermediaries Investment Manager to join our Birmingham office on a permanent basis.This opportunity would suit a graduate or someone wanting to begin their career in Wealth Management.The Intermediaries Investment Manager Associate will be responsible for providing full support and assistance to senior colleagues within Wealth management. You will assist the wealth managers with all aspects of client support and assist with the preparation of reviews and client documentation.What will you do?
1. Assist, support, and work under supervision of a Senior Wealth Colleague.
2. Collate and verify the accuracy of the information and work provided.
3. Develop knowledge on breadth of investment, lending, cash, and trust solutions and begins to build knowledge through exposure to client support.
4. Supports business development through correct application of client processes and procedures.
5. Aware of the office business plans and develops understanding to supports the team in achieving overall objectives.
6. Complete all works according to procedure and standards.
7. Develop full understanding of existing and new digital capabilities, and support driving client adoption as part of the overall advice-led wealth management proposition.
8. 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.
9. Ensure Adherence to group values, policies, procedures, and working practices. Managing and operating within a risk management framework. Adhering to Conduct Risk Standards.
10. Provide quality support to wealth managers meeting the client’s requirements.
What do you need to succeed?Must have
11. Collaborative and inclusive approach to work.
12. Ability to meet deadlines/work within restricted timescales.
13. Willingness to learn.
Nice to have
14. Previous knowledge of RBC culture and values.
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.
15. A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
16. Leaders who support your development through coaching and managing opportunities
17. Opportunities to work with the best in the field
18. Ability to make a difference and lasting impact
19. Work in a dynamic, collaborative, progressive, and high-performing team
20. A world-class training program in financial services
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.#RBCBDJob SkillsAccounting Finance, Budgeting, Decision Making, Financial Engineering, Financial Instruments, Financial Statement Analysis, Information Capture, Pricing Models, Process Management, Treasury ManagementAdditional Job Details
Address:
81 COLMORE ROW:BIRMINGHAM
City:
Birmingham
Country:
United Kingdom
Work hours/week:
35
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-05-28
Application Deadline:
2025-07-17Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt 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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