Associate, Wealth Management

We have an exciting opportunity for an Associate, Wealth Management to join the team in our Edinburgh office. The Wealth Associate will be responsible for providing support and assistance to the team, while working under the guidance of senior colleagues in Wealth management. A key part of the role would entail aspects such as support to the wealth managers, digital adoption, actively developing subject knowledge on wealth management, client advice processes and industry. What will you do?

• Assist, support, and work under supervision of a senior wealth colleague.
• Collates and verifies the accuracy of the information and work provided.
• Support wealth colleagues with all aspects of client support and assist in preparation of reviews and client documentation.
• Developing knowledge on breadth of investment, lending, cash, and trust solutions and begins to build knowledge through exposure to client support.
• Information giver: providing client with information and not advice.
• Supports business development through correct application of client processes and procedures.
• Aware of the office business plans and develops understanding to supports 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.
  
  Minimal experience required.
• Good attention to detail and diverse knowledge of business sectors, current business developments, market trends, and financial products and services are required 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., Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations Management
  
  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.
Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. 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.