Associate, Wealth Management - Charities

Job SummaryPerforms administrative support and coordinates activities for the team to ensure that client needs are consistent with trust laws and regulations. Applies experience and complete working knowledge of the job and policies/practices to perform a combination of routine tasks and varied administrative/operational assignments.Job DescriptionWhat is the opportunityWe are looking to recruit an Associate to join the RBC Brewin Dolphin Edinburgh Charity Team. This well established and successful charity team manages significant investments for a wide range of Charity and Institutional clients throughout Scotland. They are also part of the RBC Brewin Dolphin national charities team one of the UKs leading charity investment managers working together with a common goal to service the needs of existing and prospective charity clients.As an Associate you will be responsible for providing support and assistance working under the guidance of senior colleagues in the Charities team and wider business. You will act as a support to the Wealth Managers drive digital adoption and actively develop knowledge of wealth management and the client advice processes within the Charities sector.What will you doProvide quality assistance and support under supervision of senior wealth colleagues to meet clients requirements.Support wealth colleagues with all aspects of client support and assist in preparation of reviews and client documentation.Develop knowledge on breadth of investment lending and cash.Support business development through building personal and professional network attending charity and industry events and developing knowledge of client take on processes.Develop awareness of the local and national charity team business plans and develop understanding to support the team in achieving overall objectives.Grow your knowledge and understanding of the charity sector different governance models and develop network of charity trustees and executives.Complete all work according to procedure and standards.Develop full understanding of existing and new digital capabilities and support client adoption as part of the overall wealth management proposition.Ensure adherence to group values policies procedures and working practices.There will be limited client interaction in the role initially but any client interaction should be maintained within the RBC Wealth management code of conduct and professional standards.What do you need to succeedMust-haveRelevant prior experience in wealth management is required though prior experience of working with charities is not essential.Working towards or completed Industry recognised qualifications to CISI level 4 and a willingness to work towards CISI level 7 if not already achieved.Good time management skills because this is a demanding role where you will often be managing many priorities and tasks.Proactive enjoy learning new things and seek out ways to expand your knowledge.A desire to develop an understanding of the charity sector and the role of trustees and organisations in helping communities.Good attention to detail maintaining accuracy when completing written and numerical based tasks.Clear and concise communication skills with ability to communicate professionally with clients and colleagues.Intermediate knowledge of MS Word/Excel/Outlook/Teams.Nice-to-haveIndustry recognised qualifications to CISI level 7.Previous experience working with charities.Charitable volunteering or trustee experience.What is in it for youWe 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 compensationLeaders who support your development through coaching and managing opportunitiesOpportunities to work with the best in the fieldAbility to make a difference and lasting impactWork in a dynamic collaborative progressive and high-performing teamA world-class training program in financial servicesAgency Notice RBC Group does not accept agency resums. Please do not forward resums to our employees nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resums. Please contact the Recruitment function for additional details.#RBCBDJob SkillsCommunication Critical Thinking Customer Service Management Decision Making Detail-Oriented Group Problem Solving Interpersonal Relationship Management Operational Delivery Time Management Trust Operations ManagementAdditional Job DetailsAddress:144 MORRISON STREET:EDINBURGHCity:EdinburghCountry:United KingdomWork hours/week:35Employment Type:Full timePlatform:WEALTH MANAGEMENTJob Type:RegularPay Type:SalariedPosted Date:Application Deadline:Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt 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 CommunityStay 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 .Required Experience:IC Key Skills Portfolio Management,Wealth Management,Financial Services,Hybris,Microsoft Word,Banking,Cash Management,Data Management,Microsoft Powerpoint,Securities Law,Microsoft Excel,Internet Of Things Experience: years Vacancy: 1