At a Glance
- Tasks: Lead change projects and enhance operational efficiency for client-facing teams.
- Company: Join RBC Brewin Dolphin, a leader in wealth management with a collaborative culture.
- Benefits: Enjoy coaching, development opportunities, and a dynamic team environment.
- Other info: Opportunity to work closely with top professionals and grow your career.
- Why this job: Make a real impact in wealth management while innovating with cutting-edge solutions.
- Qualifications: Experience in financial services, particularly wealth management, and strong problem-solving skills.
The predicted salary is between 60000 - 75000 € per year.
The Chief Administration Office (CAO) supports the Wealth Management Europe (WME) business lines through three core principles: Protect, Sustain and Grow. The Wealth Business Engagement Manager works with the Wealth Business Engagement Senior Manager and the Head of Business Engagement to achieve strategic objectives, focusing on efficiencies and innovative solutions for Client Facing Teams (CFT). This is a permanent, full‑time role requiring four days in the office and a commutable distance to any RBC BD office.
What You Will Do
- Operational
- Represent the Business Engagement team in change projects and initiatives, data remediation, governance, business forums and focused working groups.
- Work with colleagues throughout the business to ensure system and process changes are implemented with due consideration of the requirements of CFT.
- Produce CFT support material for data remediation projects.
- Produce draft communications and stakeholder and MI summary packs.
- Lead communication channels with CFTs, including Teams calls, Teams chat, drop‑in office and regional calls to update on change and data projects.
- Work with stakeholders to support adoption of changes to systems and business processes within the branch network.
- Manage escalations raised by the CAO team or wider business functions to conclusion.
- Functional
- Partner with other CAO teams and the business to identify and triage issues limiting productivity, efficiency, and overall performance and embed operational workflows and methodology in partnership with Regional Business Managers and Office Managers.
- Enhance management reporting to deliver insights and determine root causes of issues, creating tactical and strategic solutions in partnership with client‑facing teams and corporate functions to improve processes and update systems.
- Maintain a consistent approach across operational and compliance initiatives, communicate clear priorities, and help implement new processes to improve efficiency.
- Strategic Delivery
- Support CFTs by participating in change initiatives to ensure their priorities and requirements are represented and projects are implemented smoothly.
- Facilitate the implementation and adoption of centrally driven projects, providing constructive feedback from CFTs to central teams when appropriate.
- Ensure data quality standards are established and maintained, identify data quality issues, and develop resolution paths and lessons learned.
- Create transparency and visibility for CFTs by tracking implementation of projects, processes and other central initiatives.
What Do You Need to Succeed?
- Proven experience within the financial services sector, ideally in wealth management.
- Experience in a role with comparable responsibilities.
- Understanding of end‑to‑end business processes and the technological impact on relevant areas.
- Up‑to‑date knowledge of the regulatory environment and challenges affecting wealth management.
- Ability to travel to UK branch locations as required.
- Eagerness to use AI to create efficiencies and innovate problem‑solving.
What is in it for you?
We provide coaching and development opportunities, collaboration with top professionals, and a dynamic, progressive team environment where you can make a lasting impact.
RBC Brewin Dolphin - Wealth Business Engagement Manager in Nottingham employer: RBC Brewin Dolphin
RBC Brewin Dolphin is an exceptional employer that fosters a dynamic and progressive work environment, offering ample coaching and development opportunities for its employees. Located conveniently near various RBC BD offices, the role of Wealth Business Engagement Manager allows you to collaborate with top professionals while making a meaningful impact in the wealth management sector. With a strong focus on innovation and efficiency, the company encourages a culture of continuous improvement and employee growth, making it an attractive place for those seeking a rewarding career.
StudySmarter Expert Advice🤫
We think this is how you could land RBC Brewin Dolphin - Wealth Business Engagement Manager in Nottingham
✨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 landing the Wealth Business Engagement Manager role. Personal connections can give you an edge!
✨Tip Number 2
Prepare for the interview by understanding the company’s core principles: Protect, Sustain, and Grow. Think of examples from your past work that align with these values. This will show you’re not just a fit for the role, but also for the company culture.
✨Tip Number 3
Practice your communication skills! Since this role involves leading communication channels with Client Facing Teams, being articulate and clear is key. Try mock interviews with friends or use online platforms to refine your delivery.
✨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 at RBC Brewin Dolphin.
We think you need these skills to ace RBC Brewin Dolphin - Wealth Business Engagement Manager in Nottingham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Wealth Business Engagement Manager. Highlight your experience in financial services and any relevant projects you've led that align with the job description.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how your skills can help us achieve our strategic objectives. Keep it concise but impactful.
Showcase Your Communication Skills:Since this role involves a lot of communication with Client Facing Teams, make sure to demonstrate your ability to convey complex information clearly. Use examples from your past experiences where you successfully managed stakeholder communications.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
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 plays a role in them. This will help you answer questions confidently and show that you're genuinely interested in the field.
✨Showcase Your Communication Skills
As a Wealth Business Engagement Manager, you'll need to communicate effectively with various teams. Prepare examples of how you've successfully led communication channels or managed stakeholder relationships in the past. This will demonstrate your ability to engage with client-facing teams and facilitate change.
✨Be Ready for Change Management Questions
Expect questions about your experience with change initiatives and how you've supported teams through transitions. Think of specific instances where you've helped implement new processes or systems, and be ready to discuss the outcomes. This will highlight your strategic delivery skills.
✨Emphasise Your Problem-Solving Skills
The role requires innovative solutions to improve efficiency. Prepare to discuss how you've identified issues limiting productivity and the steps you took to resolve them. Use examples that showcase your analytical thinking and eagerness to leverage AI for problem-solving.
