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- Tasks: Drive growth and build connections with intermediaries in a fast-paced financial environment.
- Company: Join RBC Brewin Dolphin, a leader in innovative financial solutions.
- Benefits: Enjoy competitive pay, bonuses, flexible benefits, and world-class training.
- Other info: Collaborative culture with opportunities for professional growth and development.
- Why this job: Make a real impact while developing your career in a dynamic team.
- Qualifications: Sales experience in financial services and strong relationship management skills.
The predicted salary is between 35000 - 45000 ÂŁ per year.
We’re seeking two talented Telephone Account Managers (TAMs) to join our thriving Intermediaries department—a fast‑growing channel managing over £25bn in assets and driving innovation at RBC Brewin Dolphin. As a TAM, you’ll be at the forefront of our success, working closely with local offices, Investment Managers, and Business Development Managers to promote our cutting‑edge solutions: Discretionary Fund Management, MPS services, and Voyager (Unitised solutions). You will build lasting partnerships with intermediaries, uncover new business opportunities, and contribute to our ambitious asset growth targets.
What will you do?
- Drive Growth: Develop and execute sales strategies to exceed financial goals while fostering sustainable, profitable relationships.
- Build Connections: Prospect and onboard new intermediaries, becoming their trusted business consultant.
- Collaborate & Innovate: Partner with BDMs, Sales Support, and Investment Teams to align on regional goals and deliver exceptional service.
- Stay Ahead: Keep pace with market trends, regulatory changes, and best practices (like Consumer Duty) to position RBC Brewin Dolphin as an industry leader.
- Make an Impact: Support seminars, campaigns, and follow‑ups to boost brand awareness and market share.
What do you need to succeed?
- Level 4 qualification (e.g., CISI, CII, or equivalent) or have made significant progress toward it, demonstrating commitment to professional development.
- Exceptional relationship management skills—ability to build trust, foster long‑term partnerships, and deliver client‑centric solutions.
- Strong communication skills—confident in presenting complex ideas, active listening, and adapting messaging to diverse stakeholders (verbal and written).
- Technical proficiency—competency in Microsoft Office (Excel, Outlook, PowerPoint, Teams) and ability to learn new systems quickly.
- Time management and organisational skills—proven ability to prioritise tasks, manage pipelines, and meet deadlines in a fast‑paced environment.
- Adaptability and market awareness—experience navigating regulatory changes, industry trends, and evolving client needs.
- Collaborative mindset—success in partnering with cross‑functional teams (e.g., Sales Support, Investment Teams) to align on shared goals.
- Problem‑solving and consulting skills—ability to act as a trusted advisor, offering tailored solutions to intermediaries.
What is in it for you?
- 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 Brewin Dolphin, Telephone Account 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, Telephone Account Manager
✨Tip Number 1
Get to know the company inside out! Research RBC Brewin Dolphin's values, recent news, and their approach to client relationships. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your pitch! Since this role is all about building connections over the phone, rehearse how you'll introduce yourself and discuss your experience. Make sure to highlight your sales successes and how you can drive growth for RBC Brewin Dolphin.
✨Tip Number 3
Network like a pro! Reach out to current or former employees on LinkedIn to gain insights about the company culture and expectations. This could give you an edge during interviews and help you build those lasting partnerships right from the start.
✨Tip Number 4
Don’t forget to follow up! After any interaction, whether it’s an interview or a networking chat, send a thank-you email. It shows your appreciation and keeps you fresh in their minds as they make their decisions.
We think you need these skills to ace RBC Brewin Dolphin, Telephone Account Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Telephone Account Manager. Highlight your sales successes, especially in phone-based roles, and showcase any relevant qualifications like CISI or CII. We want to see how you can drive growth and build connections!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for RBC Brewin Dolphin. Mention specific experiences where you've exceeded targets or built lasting partnerships. Show us your passion for financial services and how you can contribute to our ambitious goals.
Showcase Your Communication Skills: Since this role involves a lot of communication, make sure your application reflects your strong verbal and written skills. Use clear, concise language and demonstrate your ability to adapt your messaging for different stakeholders. We love seeing candidates who can present complex ideas simply!
Apply Through Our Website: We encourage you to apply through our website for a smooth application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows us you’re keen to join our dynamic team at RBC Brewin Dolphin!
How to prepare for a job interview at RBC Brewin Dolphin
✨Know Your Stuff
Before the interview, make sure you’re well-versed in RBC Brewin Dolphin’s services, especially Discretionary Fund Management and MPS services. Familiarise yourself with recent market trends and regulatory changes to show that you’re not just a candidate, but a knowledgeable partner who can contribute to their success.
✨Showcase Your Sales Success
Prepare specific examples of your past sales achievements, particularly in phone-based roles. Be ready to discuss how you exceeded targets and built lasting relationships with clients. This will demonstrate your ability to drive growth and make an impact in the role.
✨Practice Active Listening
During the interview, focus on listening as much as you speak. This is crucial for a Telephone Account Manager. Show that you can adapt your communication style to different stakeholders by asking insightful questions and responding thoughtfully to their answers.
✨Demonstrate Collaboration Skills
Highlight your experience working with cross-functional teams. Share examples of how you’ve partnered with others to achieve shared goals. This will illustrate your collaborative mindset and your ability to align with RBC Brewin Dolphin’s vision of delivering exceptional service.