Overview
We have an exciting opportunity for a Wealth Management Associate to join the team in our Manchester office. The Wealth Associate will be principally responsible for providing support, assistance, and work under the guidance of senior colleagues in Wealth management.
Responsibilities
* Assist, support, and work under supervision of a senior wealth colleague.
* Collate and verify the accuracy of 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.
* Information giver: providing client with information and 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.
* Be involved and manage all events within the Manchester office.
What you need to succeed
Must-have
* Minimal administrative experience required.
* 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.
* Relevant qualification(s): Working towards CII Level 4 Diploma in Regulated Financial Planning or equivalent.
Nice-to-have
* Existing knowledge of RBC Brewin Dolphin conduct 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.
* 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.
Additional job details
* Address: 1 THE AVENUE SPINNINGFIELDS SQUARE, MANCHESTER
* City: Manchester
* Country: United Kingdom
* Work hours/week: 35
* Employment Type: Full time
* Platform: WEALTH MANAGEMENT
* Job Type: Regular
* Pay Type: Salaried
* Posted Date: 2025-09-08
* Application Deadline: 2025-09-22
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.
#J-18808-Ljbffr