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- Tasks: Lead client relationships and drive new business through Intermediary partners.
- Company: RBC Brewin Dolphin is a trusted name in wealth management, focused on expert advice and digital solutions.
- Benefits: Enjoy flexible work options, competitive pay, bonuses, and a world-class training programme.
- Why this job: Join a dynamic team where you can make a real impact and grow your career.
- Qualifications: Significant investment management experience and Level 6 CISI Registration required.
- Other info: Work in Glasgow with a supportive culture that values diversity and inclusion.
The predicted salary is between 43200 - 72000 £ per year.
RBC Brewin Dolphin – Associate Director/Director, Intermediaries Investment Manager
Join to apply for the RBC Brewin Dolphin – Associate Director/Director, Intermediaries Investment Manager role at RBC Brewin Dolphin
RBC Brewin Dolphin – Associate Director/Director, Intermediaries Investment Manager
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Join to apply for the RBC Brewin Dolphin – Associate Director/Director, Intermediaries Investment Manager role at RBC Brewin Dolphin
What is the opportunity?
At RBC Brewin Dolphin, our vision is to be the most trusted name in world-class wealth management—driven by expert advice, a people-first approach, and cutting-edge digital solutions.
Job Summary
Job Description
What is the opportunity?
At RBC Brewin Dolphin, our vision is to be the most trusted name in world-class wealth management—driven by expert advice, a people-first approach, and cutting-edge digital solutions.
We’ve expanded our product suite to better serve our clients, but our journey doesn’t stop there. Exciting initiatives are underway to enhance our use of technology, helping us scale efficiently, free up more time for our advisers, and offer even greater convenience to our clients. We’re also investing in our client-facing teams, equipping them with the skills and expertise needed to deliver an exceptional wealth management service.
As we continue to grow, we are looking for an Intermediaries Investment Manager, at the Associate Director or Director level, based in Glasgow. You will be responsible for leading and managing client relationships via Intermediary partners. The role will require you to maintain existing client relationships and importantly identify new clients\’ relationships through key origination tactics and networks. You will deliver net revenue growth by focusing on achieving the Intermediary team’s net sales target.
RBC’s expectation is that from mid-September 2025, all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.
What will you do?
- Responsible for the management of a client base of Advisory Firms, Advisers and their underlying clients, developing and maintaining existing relationships, and in partnership with Business Development Managers further increasing business with the generation of new Adviser relationships and clients.
- Consistently leading interactions on Investment process and solutions, in collaboration with the Business Development Manager, ensuring all interactions leads to a full understanding of the financial, personal goals and ambitions of Advisers and their underlying clients.
- Operating with a growth mindset, managing new business targets, leading business development activities in partnership with Business Development Managers, and contributing towards the achievement of the group business plan, vision, and strategy
- Consistently articulating the full breadth of the RBC Adviser proposition and solutions, producing and presenting relevant illustrations and supporting literature to existing and prospect Advisers and clients.
- Working together with Business Development Managers to enhance the Adviser client experience and deliver exceptional outcomes for Advisers and their underlying clients.
- Meet FCA qualification and WME internal requirements for authorisation to create and sign off Investment Proposals and manage client assets in line with the Investment Mandate.
What do you need to succeed?
Must-have
- Significant experience within an Investment Management role and a strong understanding of the Intermediary industry, including business practices, understanding agent as client and the reliance model, as well as an in-depth knowledge of 3rd party platforms and providers.
- Proven Relationship Management skills with an ability to understand both Adviser and client needs, the knowledge and communication skills to identify and articulate issues and solutions, the integrity to earn the Advisers and clients trust
- At least Level 6 CISI
- Registration with the appropriate regulatory body: as permitted to give advice.
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, Cold Calling, Decision Making, Financial Engineering, Financial Statement Analysis, Interpersonal Relationship Management, Investment Management, Product Services, Sales and Operations Planning (S&OP)
Additional Job Details
Address:
8TH FLOOR, CADWORKS 41, WEST CAMPBELL STREET:GLASGOW
City:
Glasgow
Country:
United Kingdom
Work hours/week:
35
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-07-17
Application Deadline:
2025-08-06
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
-
Job function
Finance and Sales
-
Industries
Banking and Financial Services
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RBC Brewin Dolphin – Associate Director/Director, 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 RBC Brewin Dolphin – Associate Director/Director, Intermediaries Investment Manager
✨Tip Number 1
Network actively within the investment management community. Attend industry events, webinars, and local meetups to connect with professionals who may have insights or referrals for the Associate Director/Director role at RBC Brewin Dolphin.
✨Tip Number 2
Familiarise yourself with RBC Brewin Dolphin's recent initiatives and technological advancements in wealth management. Being knowledgeable about their current strategies will help you engage in meaningful conversations during interviews.
✨Tip Number 3
Demonstrate your understanding of the Intermediary industry by preparing case studies or examples of how you've successfully managed client relationships in the past. This will showcase your expertise and ability to drive revenue growth.
✨Tip Number 4
Consider reaching out to current or former employees of RBC Brewin Dolphin on professional networking platforms. They can provide valuable insights into the company culture and expectations for the role, which can help you tailor your approach.
We think you need these skills to ace RBC Brewin Dolphin – Associate Director/Director, Intermediaries Investment Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Associate Director/Director position. Tailor your application to highlight relevant experience in investment management and relationship management.
Highlight Relevant Experience: In your CV and cover letter, emphasise your significant experience within the investment management sector, particularly your understanding of the intermediary industry. Use specific examples to demonstrate your relationship management skills.
Showcase Your Skills: Clearly articulate your skills that align with the job description, such as decision-making, financial analysis, and interpersonal relationship management. Provide concrete examples of how you've successfully applied these skills in previous roles.
Craft a Compelling Cover Letter: Write a tailored cover letter that not only reflects your qualifications but also conveys your enthusiasm for the role at RBC Brewin Dolphin. Mention their vision and how you can contribute to achieving their goals in wealth management.
How to prepare for a job interview at RBC Brewin Dolphin
✨Understand the Intermediary Landscape
Make sure you have a solid grasp of the Intermediary industry, including key players and current trends. This knowledge will help you articulate how your experience aligns with the company's goals and demonstrate your ability to manage client relationships effectively.
✨Showcase Relationship Management Skills
Prepare examples that highlight your relationship management skills. Be ready to discuss how you've successfully built and maintained client relationships in the past, as this role heavily relies on trust and communication with Advisers and their clients.
✨Articulate Your Growth Mindset
RBC Brewin Dolphin values a growth mindset. Be prepared to discuss how you've approached challenges in previous roles and how you plan to contribute to the company's growth objectives. Highlight any innovative strategies you've implemented to drive business development.
✨Familiarise Yourself with RBC's Offerings
Research RBC Brewin Dolphin's product suite and services. Understanding their offerings will allow you to speak confidently about how you can leverage these solutions to meet client needs and enhance the Adviser client experience during your interview.
