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- Tasks: Support senior wealth managers and assist with client documentation and reviews.
- Company: Join RBC Brewin Dolphin, a leading wealth management firm in Birmingham.
- Benefits: Enjoy competitive pay, flexible benefits, and a world-class training programme.
- Why this job: Kickstart your career in wealth management with a collaborative and dynamic team.
- Qualifications: A graduate or someone eager to learn; teamwork and deadline management skills are essential.
- Other info: Embrace an inclusive workplace that values diverse perspectives and personal growth.
The predicted salary is between 28800 - 48000 £ per year.
Join to apply for the Associate, Intermediaries Investment Manager role at RBC Brewin Dolphin
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Join to apply for the Associate, Intermediaries Investment Manager role at RBC Brewin Dolphin
What is the opportunity?
We have an exciting opportunity for an Associate, Intermediaries Investment Manager to join our Birmingham office on a permanent basis.
Job Summary
Job Description
What is the opportunity?
We have an exciting opportunity for an Associate, Intermediaries Investment Manager to join our Birmingham office on a permanent basis.
This opportunity would suit a graduate or someone wanting to begin their career in Wealth Management.
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.
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
- Collaborative and inclusive approach to work.
- Ability to meet deadlines/work within restricted timescales.
- Willingness to learn.
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
Agency Notice
RBC Group does not accept agency resumés. Please do not forward resumés 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 resumés. Please contact the Recruitment function for additional details.
#RBCBD
Job Skills
Accounting Finance, Budgeting, Decision Making, Financial Engineering, Financial Instruments, Financial Statement Analysis, Information Capture, Pricing Models, Process Management, Treasury Management
Additional Job Details
Address:
81 COLMORE ROW:BIRMINGHAM
City:
Birmingham
Country:
United Kingdom
Work hours/week:
35
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-05-28
Application Deadline:
2025-07-17
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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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Seniority level
-
Seniority level
Not Applicable
Employment type
-
Employment type
Full-time
Job function
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Job function
Finance and Sales
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Industries
Banking and Financial Services
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Associate, Intermediaries Investment Manager employer: RBC Brewin Dolphin
Contact Detail:
RBC Brewin Dolphin Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate, Intermediaries Investment Manager
✨Tip Number 1
Familiarise yourself with RBC Brewin Dolphin's culture and values. Understanding their approach to wealth management 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 employees or alumni who work at RBC Brewin Dolphin. They can provide valuable insights into the company and may even refer you, which can significantly increase your chances of landing an interview.
✨Tip Number 3
Stay updated on industry trends and news related to wealth management. Being knowledgeable about current events will not only help you in interviews but also show your enthusiasm for the role and the sector.
✨Tip Number 4
Prepare thoughtful questions to ask during your interview. This shows your genuine interest in the role and the company, and it gives you a chance to assess if RBC Brewin Dolphin is the right fit for you.
We think you need these skills to ace Associate, Intermediaries Investment Manager
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and requirements of the Associate, Intermediaries Investment Manager position. Tailor your application to highlight how your skills and experiences align with these expectations.
Highlight Relevant Experience: In your CV and cover letter, emphasise any relevant experience you have in wealth management or client support. Use specific examples to demonstrate your collaborative approach and ability to meet deadlines.
Show Willingness to Learn: Since the role is suitable for graduates or those starting their careers, express your eagerness to learn and grow within the company. Mention any relevant coursework or training that showcases your commitment to professional development.
Craft a Strong Cover Letter: Write a compelling cover letter that not only introduces yourself but also explains why you are interested in this specific role at RBC Brewin Dolphin. Make sure to convey your understanding of their values and culture, and how you can contribute to their team.
How to prepare for a job interview at RBC Brewin Dolphin
✨Understand the Role
Make sure you have a clear understanding of the Associate, Intermediaries Investment Manager role. Familiarise yourself with the responsibilities and how they fit into the wider Wealth Management team. This will help you articulate how your skills align with the job.
✨Show Your Willingness to Learn
Since the role is suitable for graduates or those starting their career, emphasise your eagerness to learn and grow within the company. Share examples of how you've quickly adapted to new situations or acquired new skills in the past.
✨Demonstrate Collaboration Skills
The job requires a collaborative approach, so be prepared to discuss experiences where you've successfully worked as part of a team. Highlight your ability to support colleagues and contribute to shared goals.
✨Familiarise Yourself with RBC's Culture
Research RBC Brewin Dolphin's culture and values. Understanding their commitment to inclusivity and community impact can help you connect your personal values with theirs during the interview, making you a more appealing candidate.
