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- Tasks: Support financial planning, forecasting, and reporting for Wealth Management Europe.
- Company: Join RBC, a leading global bank focused on client success and community impact.
- Benefits: Enjoy flexible work options, competitive pay, bonuses, and world-class training.
- Why this job: Be part of a dynamic team making a real difference in finance and communities.
- Qualifications: Bachelor's degree or AAT qualification; analytical mindset and Excel skills required.
- Other info: Applications close on 6th August 2025; inclusive workplace culture.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Analyst, Wealth Management Europe Finance – Performance Management (London)
Join to apply for the Analyst, Wealth Management Europe Finance – Performance Management (London) role at RBC
Analyst, Wealth Management Europe Finance – Performance Management (London)
Join to apply for the Analyst, Wealth Management Europe Finance – Performance Management (London) role at RBC
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What is the opportunity?
Performance Management forms a key part of the Finance team and is responsible for the coordination and execution of financial planning and forecasting deliverables, business partnering and management reporting.
Job Summary
Job Description
What is the opportunity?
Performance Management forms a key part of the Finance team and is responsible for the coordination and execution of financial planning and forecasting deliverables, business partnering and management reporting.
The position will be focused on the Wealth Management Europe business with a concentration on products and NII.
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 the delivery of financial planning and forecasting deliverables assigned to WM Europe Finance, including, but not limited to; the annual plan, 5-year outlook and forecasts.
- Support in the gathering and understanding of key assumption data used in forecasts. This includes analysing, evaluating and debating key assumptions and/or drivers.
- Support the ongoing maintenance and development of forecast models.
- Support in the production of reporting materials (both routine and ad-hoc) with visual impact, clear structure and reader friendly content.
- Support the analysis of large data sets in order to improve the business understanding of client books and costs.
- Gain an understanding of how the WME deposit, loans, Investment management, Trust and custody businesses generate revenue.
What do you need to succeed?
Must-have
- A Bachelor degree or AAT qualification or similar/equivalent.
- Part-qualified accountant or willing to take on an accounting qualification.
- Excel and PowerPoint experience.
- An understanding of financial services, specifically banking and Wealth Management industries.
- Analytical mindset.
- Comfortable managing large and complex data sets.
Nice-to-have
- Financial systems knowledge (TM1 Cognos etc).
- Prior experience working in Wealth Management, Asset Management or banking.
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.
- 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.
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.
Job Skills
Accounting, Decision Making, Finance, Financial Planning, Financial Planning and Analysis (FP&A), Financial Products, Financial Reporting and Analysis, Microsoft Excel, Results-Oriented
Additional Job Details
Address:
100 BISHOPSGATE:LONDON
City:
London
Country:
United Kingdom
Work hours/week:
35
Employment Type:
Full time
Platform:
OFFICE OF THE CFO
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-07-22
Application Deadline:
2025-08-06
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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Analyst, Wealth Management Europe Finance - Performance Management (London) employer: RBC
Contact Detail:
RBC Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Analyst, Wealth Management Europe Finance - Performance Management (London)
✨Tip Number 1
Familiarise yourself with the key financial planning and forecasting concepts relevant to Wealth Management. Understanding these will help you engage in meaningful discussions during interviews and demonstrate your analytical mindset.
✨Tip Number 2
Network with professionals in the Wealth Management and banking sectors. Attend industry events or webinars to gain insights and make connections that could lead to referrals or valuable information about the role.
✨Tip Number 3
Brush up on your Excel and PowerPoint skills, as these are crucial for the role. Consider taking online courses or tutorials to enhance your proficiency, which will be beneficial when discussing your capabilities in interviews.
✨Tip Number 4
Research RBC’s values and culture to align your responses during interviews. Showing that you understand their commitment to inclusivity and community impact can set you apart from other candidates.
We think you need these skills to ace Analyst, Wealth Management Europe Finance - Performance Management (London)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, analysis, and wealth management. Use keywords from the job description to demonstrate that you meet the requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your analytical mindset and experience with large data sets. Explain how your background aligns with the responsibilities of the role and express your enthusiasm for working at RBC.
Highlight Relevant Skills: Emphasise your proficiency in Excel and PowerPoint, as well as any experience with financial systems like TM1 Cognos. Mention your understanding of the banking and wealth management industries to strengthen your application.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Analyst role.
How to prepare for a job interview at RBC
✨Understand the Role
Make sure you have a clear understanding of the Analyst position in Wealth Management Europe Finance. Familiarise yourself with financial planning, forecasting deliverables, and the specific responsibilities outlined in the job description.
✨Showcase Your Analytical Skills
Prepare to discuss your experience with large data sets and how you've used analytical skills in previous roles. Be ready to provide examples of how you've evaluated key assumptions or drivers in financial contexts.
✨Demonstrate Financial Knowledge
Brush up on your knowledge of the banking and wealth management industries. Be prepared to discuss how different financial products generate revenue and how this relates to the role you're applying for.
✨Prepare Visual Reporting Examples
Since the role involves producing reporting materials, consider bringing examples of your past work that demonstrate your ability to create visually impactful and reader-friendly content. This will show your practical skills in Excel and PowerPoint.
