At a Glance
- 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.
- Other info: Work in Glasgow with a supportive culture that values diversity and inclusion.
- 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.
The predicted salary is between 43200 - 72000 £ per year.
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What is the opportunity?
Please ensure you read the below overview and requirements for this employment opportunity completely.
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.
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.
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.
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:
Application Deadline:
Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I nclusion 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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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 jobs. xwzovoh rbc.comSeniority level
- Seniority levelNot Applicable
- Employment typeFull-time
- Job functionFinance and Sales
- IndustriesBanking and Financial Services
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RBC Brewin Dolphin – Associate Director/Director, Intermediaries Investment Manager in Glasgow employer: RBC Brewin Dolphin
At RBC Brewin Dolphin, we pride ourselves on being a leading employer in the wealth management sector, offering a dynamic and collaborative work environment in Glasgow. Our commitment to employee development is evident through our world-class training programmes and supportive leadership that fosters growth and innovation. With a comprehensive Total Rewards Program and a people-first approach, we empower our team to make a meaningful impact while enjoying a fulfilling career.
StudySmarter Expert Advice🤫
We think this is how you could land RBC Brewin Dolphin – Associate Director/Director, Intermediaries Investment Manager in Glasgow
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like RBC Brewin Dolphin, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like RBC Brewin Dolphin.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like RBC Brewin Dolphin.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including RBC Brewin Dolphin, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace RBC Brewin Dolphin – Associate Director/Director, Intermediaries Investment Manager in Glasgow
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like RBC Brewin Dolphin want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to RBC Brewin Dolphin.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at RBC Brewin Dolphin will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to RBC Brewin Dolphin. Numbers speak louder than words!
How to prepare for a job interview at RBC Brewin Dolphin
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like RBC Brewin Dolphin want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withRBC Brewin Dolphin.
