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- Tasks: Support client-facing teams by analysing data and implementing business processes.
- Company: Join RBC Brewin Dolphin, a leading financial services firm focused on client success.
- Benefits: Enjoy flexible remote work options and opportunities for personal development.
- Why this job: Be part of a dynamic team making impactful decisions in a collaborative environment.
- Qualifications: Experience in financial services and strong analytical skills are essential.
- Other info: This is a 12-month fixed-term contract with potential for growth.
The predicted salary is between 28800 - 43200 £ per year.
Wealth & Investment Analyst, Chief Administration Office 12-month Fixed Term Contract
Join to apply for the Wealth & Investment Analyst, Chief Administration Office 12-month Fixed Term Contract role at RBC Brewin Dolphin
Wealth & Investment Analyst, Chief Administration Office 12-month Fixed Term Contract
1 day ago Be among the first 25 applicants
Join to apply for the Wealth & Investment Analyst, Chief Administration Office 12-month Fixed Term Contract role at RBC Brewin Dolphin
What is the opportunity?
Members of the Chief Administration Office (CAO) are the first point of contact for Client Facing Teams. We work in partnership with leaders across various areas of the business such as compliance, risk, finance, tax, legal, operations, technology, change and marketing to deliver pragmatic solutions and build strong relationships to ensure effective collaboration.
Job Summary
Job Description
What is the opportunity?
Members of the Chief Administration Office (CAO) are the first point of contact for Client Facing Teams. We work in partnership with leaders across various areas of the business such as compliance, risk, finance, tax, legal, operations, technology, change and marketing to deliver pragmatic solutions and build strong relationships to ensure effective collaboration.
We have an exciting opportunity to join our CAO team as an experienced Wealth & Investment Analyst on a 12-month fixed term contract.
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?
- Support CFT adoption of business process through the implementation of changes and responding to CFT queries.
- Review & analyse data quickly and efficiently, investigating and identifying the cause and addressing corrective actions.
- Remediate data issues and produce meaningful insights and support stakeholders in making data-driven decisions by providing actionable recommendations.
- Regular engagement/stakeholder management across the programme teams, such as IT, Change, Business Management, Operations & CFT ensuring engagement with SME’s from across the business.
- Support with CAO designated actions from change, data and focus working groups.
- Represent (when needed) CAO in data and focus working groups.
- Draft supporting materials and CFT communications regarding change and data, propose to Wealth and Investments engagement team the approach for communication.
- Contribute with appropriate updates to Office Partners and on CFT Teams Chats, calls to update on Change and Data projects.
- Work with the W&I business engagement team to ensure offices have the resources & support needed to embed changes within the branch network.
- Develop and maintain robust relationships within the CFT Branch Network.
- Facilitate the implementation / adoption of other centrally driven projects and initiatives, feeding back constructive challenges from client-facing teams where appropriate.
- Create transparency and visibility of CAO by tracking implementation of projects, processes, and other central initiatives.
What do you need to succeed?
Must-have
- Proven experience within the financial services sector.
- Proven track record of analysing data to derive meaningful insights and present them in a clear and concise manner.
- An understanding of end-to-end business processes and technological impact on relevant areas.
- Strong analytical and problem-solving capabilities with a passion for data.
- Presentation skills, with experience of presenting to Stakeholders.
- Advanced Excel skills.
Nice-to-have
- Experience working in a business undergoing significant change.
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.
- 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.
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 additio nal details.
#RBCBD
Job Skills
Agile Methodology, Business Data Analysis, Business Process Modeling, Commercial Acumen, Communication, Critical Thinking, Decision Making, Group Problem Solving, Interpersonal Relationship Management, Requirements Analysis
Additional Job Details
Address:
12 SMITHFIELD STREET:LONDON
City:
London
Country:
United Kingdom
Work hours/week:
35
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Contract (Fixed Term)
Pay Type:
Salaried
Posted Date:
2025-07-16
Application Deadline:
2025-07-30
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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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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Wealth & Investment Analyst, Chief Administration Office 12-month Fixed Term Contract employer: RBC Brewin Dolphin
Contact Detail:
RBC Brewin Dolphin Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth & Investment Analyst, Chief Administration Office 12-month Fixed Term Contract
✨Tip Number 1
Familiarise yourself with the key stakeholders in the Chief Administration Office (CAO) and their roles. Understanding how they interact with client-facing teams will help you demonstrate your ability to build strong relationships during interviews.
✨Tip Number 2
Brush up on your data analysis skills, particularly in Excel. Be prepared to discuss specific examples of how you've used data to drive decisions or improve processes in previous roles, as this is crucial for the Wealth & Investment Analyst position.
✨Tip Number 3
Stay updated on current trends in the financial services sector, especially those related to compliance, risk, and technology. This knowledge will not only help you in interviews but also show your genuine interest in the industry.
✨Tip Number 4
Prepare to discuss your experience with change management. Since the role involves supporting business process changes, being able to articulate how you've successfully navigated or led change initiatives will set you apart from other candidates.
We think you need these skills to ace Wealth & Investment Analyst, Chief Administration Office 12-month Fixed Term Contract
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the financial services sector, particularly any roles that involved data analysis or stakeholder management. Use keywords from the job description to demonstrate your fit for the Wealth & Investment Analyst position.
Craft a Compelling Cover Letter: In your cover letter, express your passion for data and problem-solving. Mention specific examples of how you've successfully analysed data to provide actionable insights in previous roles, and explain how these experiences will benefit RBC Brewin Dolphin.
Showcase Analytical Skills: Provide concrete examples of your analytical capabilities in both your CV and cover letter. Discuss any tools or methodologies you’ve used, such as advanced Excel skills, and how they contributed to successful outcomes in your past positions.
Highlight Communication Skills: Since the role involves regular engagement with stakeholders, emphasise your communication skills. Include instances where you’ve effectively presented data-driven recommendations to teams or clients, showcasing your ability to convey complex information clearly.
How to prepare for a job interview at RBC Brewin Dolphin
✨Understand the Role
Before the interview, make sure you thoroughly understand the responsibilities of a Wealth & Investment Analyst within the Chief Administration Office. Familiarise yourself with how this role interacts with client-facing teams and other departments like compliance and finance.
✨Showcase Your Analytical Skills
Prepare to discuss your experience in analysing data and deriving insights. Be ready to provide examples of how you've used data to support decision-making in previous roles, as this is crucial for the position.
✨Demonstrate Stakeholder Management
Since the role involves regular engagement with various stakeholders, think of instances where you've successfully managed relationships or communicated effectively across teams. Highlight your interpersonal skills and ability to collaborate.
✨Prepare for Change Management Questions
Given that the company is undergoing significant changes, be prepared to discuss your experience with change management. Share examples of how you've adapted to changes in the workplace and contributed to successful transitions.