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- Tasks: Coordinate business engagement activities and support change initiatives across teams.
- Company: Join RBC, a leading financial services provider with a focus on collaboration and innovation.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Make a real impact in wealth management while working with top professionals in the field.
- Qualifications: A Levels/Degree or equivalent experience in business analytics and financial services.
- Other info: Dynamic, high-performing team with opportunities for growth and development.
The predicted salary is between 28800 - 48000 £ 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, identifying and triaging 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 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 business 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.
RBC Brewin Dolphin, Wealth Business Engagement Manager – 12 Month Fixed Term Contract in Newcastle upon Tyne employer: RBC Brewin Dolphin
Contact Detail:
RBC Brewin Dolphin 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 Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to current employees at RBC Brewin Dolphin on LinkedIn. Ask them about their experiences and any tips they might have for the interview process. Building connections can give you insider knowledge that sets you apart.
✨Tip Number 2
Prepare for those tricky questions! Research common interview questions for roles in wealth management and practice your responses. We want you to showcase your skills and experience confidently, so rehearse with a friend or in front of the mirror.
✨Tip Number 3
Show off your problem-solving skills! During the interview, be ready to discuss specific examples where you've successfully managed change initiatives or improved processes. Use the STAR method (Situation, Task, Action, Result) to structure your answers.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a thank-you email to express your appreciation for the opportunity. It’s a great way to reinforce your interest in the role and keep you top of mind for the hiring team.
We think you need these skills to ace RBC Brewin Dolphin, Wealth Business Engagement Manager – 12 Month Fixed Term Contract in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Wealth Business Engagement Manager role. Highlight your experience in business analytics and financial services, and show how your skills align with the job description.
Showcase Your Achievements: Don’t just list your responsibilities; share specific examples of how you’ve successfully managed change initiatives or improved processes in previous roles. This will help us see the impact you've made in your past positions.
Be Clear and Concise: When writing your application, keep it straightforward and to the point. Use clear language and avoid jargon unless it's relevant to the role. We appreciate a well-structured application that’s easy to read!
Apply Through Our Website: We encourage you to submit your application through our official website. This ensures that your application is received directly by our recruitment team and helps us process it more efficiently.
How to prepare for a job interview at RBC Brewin Dolphin
✨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
Since the role involves managing change initiatives, be ready to discuss your past experiences in this area. Prepare specific examples where you've successfully coordinated with multiple stakeholders to implement changes. This will demonstrate your ability to handle the responsibilities of the position.
✨Engage with Stakeholders
Highlight your experience in stakeholder management during the interview. Be prepared to talk about how you've built relationships across different teams and how you’ve communicated effectively to ensure everyone is on the same page. This is crucial for the role!
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your interest in the role and the company. You might want to ask about the current challenges the CAO team is facing or how they measure success in this position.
