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- Tasks: Coordinate business engagement activities and support change initiatives in wealth management.
- Company: Join RBC, a leading bank committed to innovation and community impact.
- Benefits: Competitive salary, professional development, and a dynamic team environment.
- Why this job: Make a real difference in client service and drive impactful change.
- Qualifications: A Levels/Degree or equivalent experience in financial services and analytics.
- Other info: Inclusive workplace with opportunities for growth and collaboration.
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’.
- Protect: 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’.
- Sustain: 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.
- Grow: Identifies 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.
- Nice-to-have: 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 Manchester 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 Manchester
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those at RBC Brewin Dolphin. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for interviews by researching the company culture and values. Show us how you align with RBC's mission to deliver trusted advice and make a difference.
✨Tip Number 3
Practice your presentation skills! You’ll need to communicate effectively with stakeholders, so being clear and confident is key. We want to see you shine!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed and shows your enthusiasm for joining our team.
We think you need these skills to ace RBC Brewin Dolphin, Wealth Business Engagement Manager – 12 Month Fixed Term Contract in Manchester
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in wealth management and stakeholder engagement. We want to see how your skills align with the role, so don’t hold back on showcasing relevant achievements!
Showcase Your Communication Skills: Since this role involves a lot of collaboration, it’s crucial to demonstrate your presentation and communication skills. Use examples from your past experiences where you effectively communicated with stakeholders or led change initiatives.
Highlight Your Analytical Experience: Given the focus on analytics in this position, make sure to emphasise any relevant experience you have in data analysis or process improvement. We’re looking for candidates who can bring insights that drive business growth!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensure you’re considered for this exciting opportunity. We can’t wait to hear from you!
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 space and how you would address them. This will show your analytical thinking and understanding of the regulatory environment.
