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- Tasks: Support senior colleagues in Wealth Management and assist with client documentation.
- Company: Join RBC, a leading bank committed to community and client success.
- Benefits: Enjoy coaching, collaboration, and opportunities to make a real impact.
- Why this job: Be part of a dynamic team that values growth and innovation.
- Qualifications: Administrative experience and clear communication skills are essential.
- Other info: Work in Nottingham, full-time, with a focus on professional development.
The predicted salary is between 28800 - 43200 £ per year.
Job Description
What is the opportunity?
We have an exciting opportunity for a Wealth Management Associate to join the team in our Nottingham office. The Wealth Associate will be responsible for providing support and assistance to the team, while working under the guidance of senior colleagues in Wealth Management.
What will you do?
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Assist, support, and work under supervision of a senior wealth colleague.
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Collates and verifies the accuracy of the information and work provided.
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Support wealth colleagues with all aspects of client support and assist in preparation of reviews and client documentation.
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Developing knowledge on breadth of investment, lending, cash, and trust solutions and begins to build knowledge through exposure to client support.
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Information giver: providing client with information and not advice.
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Supports business development through correct application of client processes and procedures.
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Aware of the office business plans and develops understanding to supports the team in achieving overall objectives.
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Work collaboratively with One RBC partners and functional colleagues across platforms, and partner with other business units to ensure clients are receiving exceptional services.
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Attend external events alongside senior colleague and assist in the administration of RBC BD events held locally
What do you need to succeed?
Must-have
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Administrative experience required.
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Good attention to detail and diverse knowledge of business sectors, current business developments, market trends, and financial products and services are required to effectively communicate with and gain the confidence of clients.
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Clear and concise communication skills – oral and written.
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Relevant qualification(s): Working towards CII Level 4 Diploma in Regulated Financial Planning or equivalent.
Nice-to-have
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Existing knowledge of RBC Brewin Dolphin conduct and values.
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Existing experience of working withina financial planning business
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Financial Services administration experience
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.
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Leaders who support your development through coaching and managing opportunities.
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Opportunities to work with the best in the field.
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Ability to make a difference and lasting impact.
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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 additional details.
#RBCBD
Job Skills
Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations Management
Additional Job Details
Address:
STATION STREET:NOTTINGHAM
City:
Nottingham
Country:
United Kingdom
Work hours/week:
35
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-08-26
Application Deadline:
2025-09-09
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion 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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Associate, Wealth Management employer: RBC
Contact Detail:
RBC Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate, Wealth Management
✨Tip Number 1
Familiarise yourself with the latest trends in wealth management and financial products. This knowledge will not only help you in conversations but also demonstrate your commitment to the field during interviews.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who work at RBC or similar firms. Attend industry events or webinars to make connections that could lead to referrals.
✨Tip Number 3
Prepare to discuss how your administrative experience can directly support the team’s objectives. Think of specific examples where your attention to detail has made a difference in previous roles.
✨Tip Number 4
Show enthusiasm for continuous learning, especially regarding the CII Level 4 Diploma in Regulated Financial Planning. Mention any steps you’ve taken towards this qualification in your discussions.
We think you need these skills to ace Associate, Wealth Management
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Wealth Management Associate position. Understand the key responsibilities and required skills, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise any administrative experience and your attention to detail. Mention specific examples of how you've supported teams or clients in previous roles, especially in financial services.
Showcase Communication Skills: Since clear communication is crucial for this role, ensure your application reflects your strong oral and written communication skills. Use concise language and structure your documents well to demonstrate your ability to convey information effectively.
Tailor Your Application: Customise your CV and cover letter to align with RBC's values and the specific requirements of the Wealth Management Associate role. Mention your commitment to professional development, such as working towards relevant qualifications like the CII Level 4 Diploma.
How to prepare for a job interview at RBC
✨Showcase Your Administrative Skills
Since administrative experience is a must-have for this role, be prepared to discuss your previous experiences in detail. Highlight specific tasks you've managed, how you ensured accuracy, and any tools or software you used to stay organised.
✨Demonstrate Attention to Detail
Wealth Management requires a keen eye for detail. During the interview, provide examples of how you've successfully managed complex information or projects. This will show that you can handle the precision required in client documentation and reviews.
✨Communicate Clearly and Concisely
Strong communication skills are essential for this position. Practice articulating your thoughts clearly, both verbally and in writing. You might even want to prepare a brief summary of your background to present during the interview.
✨Familiarise Yourself with Financial Products
Having a diverse knowledge of financial products and services is crucial. Before the interview, brush up on current market trends and investment solutions. This will not only help you answer questions confidently but also demonstrate your commitment to the role.
