At a Glance
- Tasks: Lead change projects and improve processes in a dynamic financial services environment.
- Company: Join RBC Brewin Dolphin, a leader in wealth management with a collaborative culture.
- Benefits: Flexible working options, competitive salary, and opportunities for professional growth.
- Other info: Work closely with senior leaders and enjoy excellent career advancement opportunities.
- Why this job: Make a real impact on client-facing teams and drive innovation in wealth management.
- Qualifications: Experience in financial services, strong data skills, and knowledge of regulatory environments.
The predicted salary is between 36000 - 60000 £ per year.
The Chief Administration Office (CAO) supports the Client Facing Teams (CFT) across all business lines through three core principles: Protect, Sustain, and Grow.
The Protect agenda ensures robust first-line controls and processes for client-centric outcomes, while Sustain acts as the liaison between front office and client teams, triaging issues to enhance productivity and performance. The Grow principle focuses on creating capacity for client teams through process improvements, high-quality data, change projects, and training to drive new business opportunities.
The Wealth Business Engagement Senior Manager reports to and supports the Head of Business Engagement to ensure the delivery of BAU activities as well as the effective implementation of functional, operational, and regulatory initiatives, to drive process innovation/improvements and efficiencies across the business.
The successful candidate will work closely with senior leaders across the business, including Core and Intermediaries Business Channels to assess the impact of business-wide change projects from a client-facing perspective to ensure successful implementation. The candidate will also have responsibility for leading the central CAO Intermediaries administration team, through effective people management and review of team performance, ensuring that the team and related processes deliver against business SLAs.
RBC's expectation is that 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?
- Represent the Head of Business Engagement and where required, other CAO pillar heads or the CAO in change projects/initiatives, data remediation, governance, business forums and focused working groups.
- Work with colleagues throughout the business, including the Intermediaries Channel to ensure system and process changes are implemented with due consideration of the requirements of Client Facing Teams (CFT), including the Intermediaries Channel.
- Produce CFT support material to resolve and improve data quality issues.
- Lead communication and engagement channels with CFTs, including the Intermediaries Channel working with stakeholders to provide transparency on change and data projects and provide direction where necessary.
- Work with the Head of Regions, Regional Business Managers (RBMs), Office Managers/Engagement Leads, Head of Intermediaries and direct reports to support adoption of changes to systems and business processes within the Offices and across business channels.
- Manage escalations which are either raised by the CAO team or wider business functions to conclusion.
- Represent the business in interaction with external providers, auditors, compliance, and risk teams.
- Ensuring that the Head of Business Engagement and CAO receive timely and relevant Management information and team updates for internal and external reporting purposes.
What do you need to succeed?
- Must-have Significant experience within the financial services sector, ideally within a wealth management environment.
- Understanding of end-to-end business processes and technological impact on relevant areas.
- Up to date knowledge of the regulatory environment and the challenges affecting Wealth Management.
- Strong data skills, able to review.
Rbc Brewin Dolphin in England employer: Rbc Europe Limited
RBC Brewin Dolphin is an exceptional employer that prioritises employee growth and development within a collaborative and supportive work culture. Located in a vibrant financial hub, the company offers competitive benefits, including flexible working arrangements and opportunities for professional advancement, making it an ideal place for those seeking a meaningful career in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Rbc Brewin Dolphin in England
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Rbc Europe Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Rbc Brewin Dolphin in England
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Rbc Europe Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Rbc Europe Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Rbc Europe Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Rbc Europe Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Rbc Europe Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Rbc Europe Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
