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Associate, Wealth Management - Charities, Edinburgh
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Client:
0000050471 RBC Europe Limited
Location:
Edinburgh, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
983e7eaf6afc
Job Views:
6
Posted:
13.08.2025
Expiry Date:
27.09.2025
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Job Description:
Job Description
This role involves supporting the RBC Brewin Dolphin Edinburgh Charity Team, managing investments for charity and institutional clients, and supporting business development and client service activities. The candidate will assist senior colleagues, develop knowledge of wealth management and the charity sector, and support digital adoption initiatives.
Responsibilities include:
* Providing support to wealth managers and clients
* Preparing reviews and documentation
* Supporting business development activities
* Developing knowledge of investments and charity governance
* Supporting digital capabilities and client adoption
Requirements:
* Relevant experience in wealth management; charity experience is a plus
* Working towards or completed CISI level 4 qualification
* Good time management and communication skills
* Proficiency in MS Office
What’s in it for you?
* Competitive rewards and benefits
* Development opportunities and training
* Collaborative team environment
Note: Applications accepted until 11:59 PM the day before the deadline. RBC does not accept agency resumes.
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