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- Tasks: Support senior colleagues in Wealth Management and assist with client documentation.
- Company: Join RBC, a leading financial services provider committed to inclusion and opportunity.
- Benefits: Gain valuable skills in decision-making, problem-solving, and operational delivery.
- Why this job: Perfect for those wanting to learn about investments while working in a supportive team environment.
- Qualifications: Administrative experience and clear communication skills are essential; pursuing CII Level 4 Diploma is a plus.
- Other info: Work full-time in Nottingham with opportunities to attend external events.
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, working under the guidance of senior colleagues in Wealth Management.
What will you do?
- Assist, support, and work under supervision of a senior wealth colleague.
- Collate and verify the accuracy of the information and work provided.
- Support wealth colleagues with all aspects of client support and assist in the preparation of reviews and client documentation.
- Develop knowledge of investment, lending, cash, and trust solutions through exposure to client support.
- Provide clients with information (not advice).
- Support business development by correctly applying client processes and procedures.
- Understand office business plans and support the team in achieving objectives.
- Collaborate with One RBC partners and other business units to ensure excellent client service.
- Attend external events alongside senior colleagues and assist in the administration of RBC BD events locally.
What do you need to succeed?
- Administrative experience required.
- Good attention to detail and knowledge of business sectors, market trends, and financial products.
- Clear communication skills, both oral and written.
- Working towards CII Level 4 Diploma in Regulated Financial Planning or equivalent.
- Nice-to-have: Knowledge of RBC Brewin Dolphin conduct and values, experience in financial planning or financial services administration.
What is in it for you?
Opportunities for service management, decision making, problem-solving, interpersonal relationship management, operational delivery, time management, and trust operations management.
Additional Job Details
- Address: Station Street, Nottingham, UK
- 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
We are committed to inclusion and equal opportunity. RBC fosters a workplace of respect, belonging, and opportunity for all. Join our Talent Community to stay informed about career opportunities with RBC.
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Associate, Wealth Management employer: Royal Bank of Canada
Contact Detail:
Royal Bank of Canada 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 interviews but also demonstrate your genuine interest in the field.
✨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 valuable insights and potential referrals.
✨Tip Number 3
Prepare to discuss how your administrative experience can directly benefit the team. Think of specific examples where your attention to detail and organisational skills have made a positive impact 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 are taking towards this qualification during your conversations with the team.
We think you need these skills to ace Associate, Wealth Management
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Wealth Management Associate. Familiarise yourself with the job description and think about how your skills and experiences align with the requirements.
Tailor Your CV: Customise your CV to highlight relevant administrative experience and any knowledge of financial products or market trends. Use specific examples that demonstrate your attention to detail and communication skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your understanding of RBC's values and how you can contribute to their goals, particularly in client support and business development.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is accurate and presented clearly. A polished application reflects your attention to detail.
How to prepare for a job interview at Royal Bank of Canada
✨Research the Company
Before your interview, take some time to research RBC and its values. Understanding their approach to wealth management and client service will help you align your answers with their expectations.
✨Showcase Your Attention to Detail
Since the role requires a good attention to detail, be prepared to discuss examples from your past experiences where you demonstrated this skill. Highlight any administrative tasks you've handled that required precision.
✨Prepare for Client Scenarios
Think about how you would handle various client scenarios, as the role involves providing information and support. Practising responses to common client queries can help you feel more confident during the interview.
✨Ask Insightful Questions
At the end of the interview, make sure to ask questions that show your interest in the role and the company. Inquire about team dynamics, opportunities for professional development, or how success is measured in the position.
