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- Tasks: Drive growth and build connections as a Telephone Account Manager.
- Company: Join RBC Brewin Dolphin, a leader in wealth management.
- Benefits: Enjoy competitive pay, flexible benefits, and world-class training.
- Why this job: Make a real impact while collaborating with top professionals.
- Qualifications: Level 4 qualification or significant progress towards it required.
- Other info: Dynamic team environment with excellent career development opportunities.
The predicted salary is between 36000 - 60000 ÂŁ per year.
What is the opportunity? 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.
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 significant progress toward it.
- 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.
- 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 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.
Job Skills
- Business Development
- Coaching Others
- Communication
- Customer Acquisition Strategy
- Customer Relationship Management (CRM) Strategies
- Customer Value Management
- Long Term Planning
- Negotiation
- Perseverance and Follow‑Through
- Sales Channels
- Sales Forecasting
Additional Job Details
- Address: 16 Lonsdale Gardens, Tunbridge Wells
- City: Tunbridge Wells
- Country: United Kingdom
- Work hours/week: 35
- Employment Type: Full time
- Platform: WEALTH MANAGEMENT
- Job Type: Regular
- Pay Type: Salaried
- Posted Date: 2026-03-18
- Application Deadline: 2026-04-01
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
RBC Brewin Dolphin, Telephone Account Manager in Royal Tunbridge Wells 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 in Royal Tunbridge Wells
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Practice your pitch! When you get that chance to chat with potential employers, be ready to showcase your skills and how you can drive growth for their team. Keep it concise but impactful!
✨Tip Number 3
Stay updated on market trends! Show that you’re not just another candidate by discussing recent changes in the industry during interviews. This will demonstrate your adaptability and market awareness.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, you’ll find all the latest roles we have available, including the Telephone Account Manager position.
We think you need these skills to ace RBC Brewin Dolphin, Telephone Account Manager in Royal Tunbridge Wells
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Telephone Account Manager role. Highlight your relationship management skills and any relevant qualifications like CISI or CII to catch our eye!
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re the perfect fit for the role. Share specific examples of how you've driven growth and built connections in previous roles—this is your chance to shine!
Showcase Your Communication Skills: Since strong communication is key for this role, ensure your application is clear and concise. Use professional language but let your personality come through—after all, we want to see the real you!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way to ensure it gets into the right hands and shows us you’re serious about joining our dynamic team.
How to prepare for a job interview at RBC Brewin Dolphin
✨Know Your Numbers
Before the interview, brush up on your financial knowledge and be ready to discuss how you can drive growth. Familiarise yourself with RBC Brewin Dolphin's recent performance and be prepared to share your ideas on how to exceed financial goals.
✨Build Rapport
Since relationship management is key for a Telephone Account Manager, practice building rapport during the interview. Use active listening skills and show genuine interest in the interviewer's insights about the company and its culture.
✨Showcase Your Adaptability
Be ready to discuss how you've navigated regulatory changes or market trends in the past. Share specific examples that highlight your adaptability and how you’ve successfully aligned with evolving client needs.
✨Prepare for Collaboration Questions
Expect questions about teamwork and collaboration. Think of instances where you've partnered with cross-functional teams to achieve shared goals. Highlight your problem-solving skills and how you acted as a trusted advisor in those situations.