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- Tasks: Support senior wealth managers with client documentation and reviews.
- Company: Join the Royal Bank of Canada, a leading global financial institution.
- Benefits: Enjoy competitive pay, bonuses, flexible benefits, and world-class training.
- Why this job: Be part of a dynamic team making a real impact in clients' lives.
- Qualifications: Pursuing CII Level 4 Diploma; previous financial associate experience preferred.
- Other info: Work in a collaborative environment that values diversity and inclusion.
The predicted salary is between 28800 - 43200 £ per year.
The Intermediaries Investment Manager Associate will be responsible for providing full support and assistance to senior colleagues within Wealth management. You will assist the wealth managers with all aspects of client support and assist with the preparation of reviews and client documentation. We are looking for an associate who can work collaboratively with One RBC partners and functional colleagues across platforms, partnering with other business units to ensure clients are receiving exceptional services.
What will you do?
- Assist, support, and work under supervision of a Senior Wealth Colleague.
- Collate and verify the accuracy of the information and work provided.
- Develop knowledge on breadth of investment, lending, cash, and trust solutions and begins to build knowledge through exposure to client support.
- 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.
- Complete all works according to procedure and standards.
- Develop full understanding of existing and new digital capabilities, and support driving client adoption as part of the overall advice-led wealth management proposition.
- Comply with any reasonable instructions or regulations issued by the Company from time to time including those set out in the terms of the dealing and other manuals, including staff handbooks and all other group policies.
- Ensure adherence to group values, policies, procedures, and working practices.
- Managing and operating within a risk management framework.
- Adhering to Conduct Risk Standards.
- Provide quality support to wealth managers meeting the client’s requirements.
What do you need to succeed?
- Must have Working towards CII Level 4 Diploma in Regulated Financial Planning or equivalent.
- Previous experience as a financial associate role or within a similar role.
- Collaborative and inclusive approach to work.
- Ability to meet deadlines/work within restricted timescales.
- Nice to have Previous knowledge of RBC culture 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.
- 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.
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.
Associate, Intermediaries Investment Manager employer: Royal Bank of Canada>
Contact Detail:
Royal Bank of Canada> Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate, Intermediaries Investment Manager
✨Tip Number 1
Familiarise yourself with RBC's culture and values. Understanding their approach to client service and teamwork will help you align your responses during interviews and demonstrate that you're a good fit for the team.
✨Tip Number 2
Network with current or former employees of RBC, especially those in wealth management roles. They can provide insights into the company’s expectations and the day-to-day responsibilities of the Associate position.
✨Tip Number 3
Stay updated on the latest trends in wealth management and investment solutions. Being knowledgeable about current market conditions and financial products will show your commitment to the role and enhance your discussions with interviewers.
✨Tip Number 4
Prepare to discuss your collaborative experiences in previous roles. Since the job requires working closely with senior colleagues and other business units, showcasing your teamwork skills will be crucial during the interview process.
We think you need these skills to ace Associate, Intermediaries Investment Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Associate, Intermediaries Investment Manager position. Understand the key responsibilities and required skills, such as supporting wealth managers and developing knowledge in investment solutions.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job requirements. Emphasise any previous roles in financial services or client support, and mention your progress towards the CII Level 4 Diploma if applicable.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention how your collaborative approach and ability to meet deadlines make you a great fit for the team at RBC. Be sure to connect your experiences to the specific duties outlined in the job description.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Royal Bank of Canada>
✨Understand the Role
Make sure you have a solid grasp of what the Intermediaries Investment Manager Associate role entails. Familiarise yourself with the responsibilities, such as supporting wealth managers and understanding client processes. This will help you answer questions confidently and demonstrate your enthusiasm for the position.
✨Showcase Your Collaborative Skills
Since the role requires working collaboratively with various teams, be prepared to discuss examples from your past experiences where you successfully worked in a team environment. Highlight your ability to communicate effectively and support colleagues, as this aligns with the company's values.
✨Demonstrate Knowledge of Financial Planning
As you're working towards a CII Level 4 Diploma or equivalent, be ready to discuss your knowledge of financial planning concepts. Brush up on key topics related to investment, lending, and trust solutions, as well as any relevant experience you have in these areas.
✨Prepare Questions for Your Interviewers
Having thoughtful questions prepared shows your interest in the role and the company. Ask about the team dynamics, the company's approach to client service, or how they support professional development. This not only helps you gather information but also demonstrates your proactive attitude.
