What is the opportunity?
We’re seeking two talented Telephone Account Managers (TAMs) to join our thriving Intermediaries department—a fast‑growing channel managing over £25bn in assets and driving innovation at RBC Brewin Dolphin.
What will you do?
* Drive Growth: Develop and execute sales strategies to exceed financial goals while fostering sustainable, profitable relationships.
* Build Connections: Prospect and onboard new intermediaries, becoming their trusted business consultant.
* Collaborate & Innovate: Partner with BDMs, Sales Support, and Investment Teams to align on regional goals and deliver exceptional service.
* Stay Ahead: Keep pace with market trends, regulatory changes, and best practices (like Consumer Duty) to position RBC Brewin Dolphin as an industry leader.
* Make an Impact: Support seminars, campaigns, and follow‑ups to boost brand awareness and market share.
What do you need to succeed?
* Level 4 qualification (e.g., CISI, CII, or equivalent) or significant progress toward it.
* Exceptional relationship‑management skills – ability to build trust, foster long‑term partnerships, and deliver client‑centric solutions.
* Strong communication skills – confident in presenting complex ideas, active listening, and adapting messaging to diverse stakeholders.
* Technical proficiency – competency in Microsoft Office (Excel, Outlook, PowerPoint, Teams) and ability to learn new systems quickly.
* Time‑management and organisational skills – proven ability to prioritise tasks, manage pipelines, and meet deadlines in a fast‑paced environment.
* Adaptability and market awareness – experience navigating regulatory changes, industry trends, and evolving client needs.
* Collaborative mindset – success in partnering with cross‑functional teams to align on shared goals.
* Problem‑solving and consulting skills – ability to act as a trusted advisor, offering tailored solutions to intermediaries.
What is in it for you?
* 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.
* A world‑class training program in financial services.
Job Skills
* Business Development
* Coaching Others
* Communication
* Customer Acquisition Strategy
* Customer Relationship Management (CRM) Strategies
* Customer Value Management
* Long Term Planning
* Negotiation
* Perseverance and Follow‑Through
* Sales Channels
* Sales Forecasting
Additional Job Details
* Address: 16 Lonsdale Gardens, Tunbridge Wells
* City: Tunbridge Wells
* Country: United Kingdom
* Work hours/week: 35
* Employment Type: Full time
* Platform: WEALTH MANAGEMENT
* Job Type: Regular
* Pay Type: SalariedPosted Date: 2026-03-18
* Application Deadline: 2026-04-01
* Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline.
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.
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