At a Glance
- Tasks: Support Multi-family office clients and deliver exceptional service while driving new business.
- Company: Join RBC Private Wealth, a leader in Wealth Management with a collaborative culture.
- Benefits: Coaching, development opportunities, and a chance to make a real impact.
- Other info: Work in a high-performing environment with excellent career growth potential.
- Why this job: Be part of a dynamic team and grow your career in Wealth Management.
- Qualifications: Experience in Wealth Management and strong relationship-building skills.
The predicted salary is between 50000 - 60000 £ per year.
RBC Private Wealth is seeking an Associate to join the client management team, focusing on supporting Multi‑family office clients. The Associate will provide excellent service to those clients and support the wider client team in developing profitable new business for Wealth Management Europe (WME) and RBC.
Responsibilities
- Deliver an unrivalled client experience and support Relationship Managers in delivering new and sustainable revenues for WME, in line with the Sales & Relationship Management Sales Methodology.
- Provide full expert support within the client team by acting as a point of contact to Multi‑family offices/clients.
- Assist in planning and implementing investments and other service offerings and the day‑to‑day functional and administrative support of the clients’ portfolios.
- Act as the first line of defence relating to the activities detailed in the Relationship Manager and Associate Accountability and Responsibility matrix, ensuring any associated requests are dealt with in a compliant manner.
- Act as a point of escalation to resolve issues where required and escalating and reporting all risk events and near misses immediately.
- Adhere to all internal policies and procedures as well as regulatory requirements on a day‑to‑day basis to ensure business requirements are being always met as part of the Culture of Excellence.
- Develop a strong knowledge of products and subsequent policies and procedures to carry out and service clients appropriately.
- Maintain accurate and comprehensive record keeping against all client interactions, monitoring and completing upcoming annual reviews before they become overdue, communicating with clients effectively and appropriately.
- Develop relationships and liaise regularly with business partners / product specialists; supporting the Client Management Associate Directors by providing timely feedback.
- Support S&RM Business Management by identifying inefficiencies to internal processes and making appropriate recommendations to rectify them.
- Ensure up to date and accurate maintenance of all critical information including CRM, contact management, record keeping, call reports and sales pipeline.
Qualifications
- Proven experience in Wealth Management in an Associate or Administration role or similar.
- Business and relationship development skills.
- Experience working within a matrix organisation, managing internal relationships and influencing partners.
- Knowledge of business sectors, market trends and financial products.
Nice‑to‑Have
- Desire to complete professional qualifications.
- Experience working with Multi‑family offices would be advantageous though not essential.
Benefits
- 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.
Location: 100 BISHOPSGATE, LONDON, United Kingdom
Work hours per week: 35
Employment type: Full time
Platform: WEALTH MANAGEMENT
Job type: Regular
Pay type: Salaried
Associate, Client Management Team employer: RBC
RBC Private Wealth is an exceptional employer, offering a dynamic and collaborative work environment in the heart of London. With a strong focus on employee development, you will have access to coaching and opportunities to work alongside industry leaders, enabling you to make a meaningful impact while advancing your career in wealth management. Join us to be part of a high-performing team that values excellence and innovation in client service.
StudySmarter Expert Advice🤫
We think this is how you could land Associate, Client Management Team
✨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.
✨Connect on Professional Platforms
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. 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 Associate, Client Management Team
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.
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'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
✨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.
✨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 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 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.
