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- Tasks: Coordinate business engagement activities and support change initiatives in wealth management.
- Company: Join RBC, a leading bank committed to diversity and innovation.
- Benefits: Competitive salary, professional development, and a dynamic team environment.
- Why this job: Make a real impact in financial services while growing your career.
- Qualifications: A Levels/Degree or equivalent experience in analytics and financial services.
- Other info: Work in a collaborative, high-performing team with opportunities for growth.
The predicted salary is between 36000 - 60000 £ per year.
What is the opportunity?
Members of the Chief Administration Office (CAO) are the first point of contact for Client Facing Teams. We work in partnership with leaders across various areas of the business such as compliance, risk, finance, tax, legal, and marketing to deliver pragmatic solutions and build strong relationships to ensure effective collaboration. The CAO team works across all business lines of RBC BD, supporting the front office through three principles; ‘Protect’, ‘Sustain’ and ‘Grow’. The ‘Protect’ agenda is responsible for implementing and embedding effective first line controls and processes within the Advice (investment management and financial planning) business to ensure good outcomes for clients ‘the first time’. The ‘Sustain’ principle ensures the team are the first point of contact between the Front Office and Client Facing Teams. We identify and triage issues limiting business productivity, efficiency, and overall performance with relation to KPI / KRIs. The purpose of ‘Grow’ is to identify process-related opportunities to create additional capacity for Client Facing Teams, enabling them to generate new business. This includes ensuring that high-quality data is available to run our business and meet our client's needs effectively, delivering change projects to the front office, and training.
What will you do?
- Coordinate various activities within business engagement, including regular engagement/stakeholder management across the programme teams, such as IT, Change, Business Management, Operations & CFT ensuring engagement with SME’s from across the business.
- Support with CAO designated actions from change, data and focus working groups.
- Produce supporting materials and CFT communications regarding process improvements, change initiatives/projects and data remediation.
- Develop effective processes with the WME core business to support improvements of client service.
- Work with the W&I Business Manager to ensure offices have the resources & support needed to embed changes (system, process, data etc) within the branch network.
- Facilitate the implementation/adoption of other centrally-driven projects and initiatives, including process and system adoption.
- Create transparency and visibility of CAO by tracking implementation of projects, processes, and other central initiatives.
- Act as a key point of contact to support query resolution, feeding back constructive challenges from client-facing teams where appropriate.
What do you need to succeed?
Must-have- Higher level qualification such as A Levels/Degree or equivalent proven professional experience within the field of analytics.
- Demonstrable experience within the financial services sector, ideally within a wealth management environment.
- Understanding of end-to-end business processes and technological impact on relevant areas.
- Up to date knowledge of the regulatory environment and the challenges affecting Wealth Management.
- Proven track record of managing and coordinating change initiatives with multiple stakeholders involved.
- Presentation skills, with experience of presenting to Stakeholders.
- Experience working in a business undergoing significant change is highly favourable.
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.
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.
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RBC Brewin Dolphin, Wealth Business Engagement Manager – 12 Month Fixed Term Contract in Leeds employer: 0000050471 RBC Europe Limited
Contact Detail:
0000050471 RBC Europe Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land RBC Brewin Dolphin, Wealth Business Engagement Manager – 12 Month Fixed Term Contract in Leeds
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those connected to RBC Brewin Dolphin. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for interviews by understanding the company’s values and how they align with your own. Show them you’re not just a fit for the role, but for their culture too!
✨Tip Number 3
Practice your presentation skills. You’ll likely need to present ideas or solutions, so being confident and clear can really set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining the team.
We think you need these skills to ace RBC Brewin Dolphin, Wealth Business Engagement Manager – 12 Month Fixed Term Contract in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Business Engagement Manager role. Highlight your experience in financial services and any relevant change initiatives you've managed. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. Be sure to mention your understanding of end-to-end business processes and your experience with stakeholder management.
Showcase Your Presentation Skills: Since presentation skills are key for this role, consider including examples of when you've successfully presented to stakeholders. We love seeing how you can communicate effectively and drive engagement!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to navigate!
How to prepare for a job interview at 0000050471 RBC Europe Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of the financial services sector, especially wealth management. Understand the end-to-end business processes and how technology impacts them. This will help you answer questions confidently and show that you're well-prepared.
✨Showcase Your Change Management Skills
Be ready to discuss your experience with managing and coordinating change initiatives. Think of specific examples where you've successfully engaged multiple stakeholders and driven improvements. This is crucial for the role, so highlight your achievements!
✨Engage with Stakeholders
Since this role involves a lot of stakeholder management, prepare to talk about how you've built relationships in previous roles. Share examples of how you've communicated effectively and resolved queries, as this will demonstrate your ability to collaborate across teams.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Think about potential challenges in the wealth management environment and how you would address them. This will show your analytical thinking and readiness to tackle real-world issues.
