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- Tasks: Support the IC team with investment advice, portfolio monitoring, and client engagement.
- Company: Join RBC Private Wealth, a leader in investment management dedicated to client success.
- Benefits: Enjoy flexible working options, coaching support, and opportunities for personal growth.
- Why this job: Be part of a dynamic team making a real impact in financial markets and client lives.
- Qualifications: Knowledge of asset classes and financial markets; studying towards CISI level IAD is a plus.
- Other info: Experience with Bloomberg or Salesforce is beneficial but not essential.
The predicted salary is between 36000 - 60000 £ per year.
The Associate, Investment Counsellor (IC) role exists to provide consistent, proactive discretionary and advisory investment support and service to the IC team and their clients. As part of general business development responsibility, the Associate may partner with designated RBC Private Wealth teams to articulate investment proposition. The IC Associate will support origination, gain appropriate investment knowledge/experience, and support the IC team generally. The IC Associate will monitor investment portfolios and with time, support rebalancing of accounts to ensure alignment of asset allocation with clients' investment objectives, risk tolerance, and service level expectations. This is an excellent opportunity for someone who is eager to grow their career within Investment Management, with primary responsibilities in providing data, trade, and advice support to the IC team and wider RBC Private Wealth team.
What will you do?
- Keep up to date with developments in financial markets and share information with the IC team.
- Develop a detailed understanding of the investment solutions and services offered by RBC Private Wealth, including advisory and discretionary solutions.
- Awareness and understanding of tactical ideas from product specialists including equities, fixed income, FX, structured products, and global manager research.
- Provide the IC team assistance and support in the delivery and execution of all investment-related activities. This includes and is not limited to execution and booking trades for investments related products (direct equities, fixed income, ETFs, managed funds, hedge funds, FX, and structured products).
- Ensure investment-related requests/trades are carried out efficiently, timely, and in a professional manner.
- Lead in bespoke investment proposal generation, analytics, and performance.
- Proactively support ICs with client acquisition and existing client retention preparation of annual reviews and deal reviews.
What do you need to succeed?
Must-have:
- Awareness of different asset classes and products including equities, bonds, hedge funds, FX, structured products.
- Appropriate Financial Markets, Investments, Securities, and trade execution experience and/or knowledge.
- Good understanding of regulatory and legal framework surrounding a financial services business.
- Knowledge of Bloomberg and/or Factset.
- Studying towards, or at a minimum, a willingness to undertake the CISI level IAD.
Nice-to-have:
- Experience in Salesforce and Portfolio management systems.
- Knowledge of Morningstar.
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 and hybrid options fully supported.
Associate, Investment Counsellors employer: RBC
Contact Detail:
RBC Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate, Investment Counsellors
✨Tip Number 1
Familiarise yourself with the latest trends in financial markets. Regularly read financial news and reports to stay updated, as this knowledge will be crucial during interviews and discussions with the IC team.
✨Tip Number 2
Network with professionals in the investment management field. Attend industry events or webinars to connect with potential colleagues and learn more about the role, which can give you insights that set you apart from other candidates.
✨Tip Number 3
Gain hands-on experience with financial tools like Bloomberg or Factset. If you haven't used them before, consider online tutorials or courses to boost your confidence and demonstrate your commitment to the role.
✨Tip Number 4
Prepare to discuss specific investment products and strategies during your interview. Understanding equities, bonds, and structured products will show your enthusiasm and readiness to contribute to the IC team right away.
We think you need these skills to ace Associate, Investment Counsellors
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Associate, Investment Counsellor position. Tailor your application to highlight how your skills and experiences align with the job description.
Highlight Relevant Experience: In your CV and cover letter, emphasise any experience you have in financial markets, investment products, or client service. Mention specific tools like Bloomberg or Factset if you have used them, as well as any relevant qualifications or courses you are pursuing.
Craft a Strong Cover Letter: Your cover letter should not only express your enthusiasm for the role but also demonstrate your understanding of RBC Private Wealth's investment solutions. Use this opportunity to explain why you are a good fit for the team and how you can contribute to their success.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is accurate and presented professionally. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at RBC
✨Know Your Financial Markets
Make sure to brush up on the latest developments in financial markets. Being able to discuss current trends and how they impact investment strategies will show your enthusiasm and knowledge about the industry.
✨Understand Investment Solutions
Familiarise yourself with the investment solutions offered by RBC Private Wealth. This includes advisory and discretionary services, as well as different asset classes like equities, bonds, and structured products. Demonstrating this understanding can set you apart.
✨Showcase Your Analytical Skills
Be prepared to discuss how you would approach generating bespoke investment proposals and analytics. Highlight any relevant experience or coursework that showcases your analytical abilities, as this is crucial for the role.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask your interviewers about the IC team's strategies and goals. This not only shows your interest in the position but also helps you gauge if the company culture aligns with your career aspirations.
