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- Tasks: Support the Wealth Management team and assist with client documentation and reviews.
- Company: Join RBC, a leading bank committed to diversity and community impact.
- Benefits: Full-time role with opportunities for professional development and coaching.
- Why this job: Make a real difference in clients' lives while growing your financial knowledge.
- Qualifications: Experience in an administrative role and strong communication skills are essential.
- Other info: Dynamic, collaborative environment with a focus on innovation and teamwork.
The predicted salary is between 28800 - 48000 £ per year.
What is the opportunity?
We have an exciting opportunity for a Wealth Management Associate to join the team in our Lincoln 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?
- Assist, support, and work under supervision of a senior wealth colleague.
- Collates and verifies the accuracy of the information and work provided.
- Support wealth colleagues with all aspects of client support and assist in preparation of reviews and client documentation.
- Developing knowledge on breadth of investment, lending, cash, and trust solutions and begins to build knowledge through exposure to client support.
- Information giver: providing client with information and not advice.
- Supports business development through correct application of client processes and procedures.
- Aware of the office business plans and develops understanding to support the team in achieving overall objectives.
- Work collaboratively with One RBC partners and functional colleagues across platforms, and partner with other business units to ensure clients are receiving exceptional services.
What do you need to succeed?
- Must-have Experience in a similar capacity or administrative role.
- Ability to complete all work according to procedures and standards.
- 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.
- Clear and concise communication skills – oral and written.
- Promotes a culture which embraces change and encourages trust and openness between all colleagues and clients.
- Able to prioritise workload and identify when support is needed to achieve goals.
Nice-to-have Relevant qualification(s): Working towards CII Level 4 Diploma in Regulated Financial Planning or equivalent.
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.
- 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.
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 in Lincoln 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 in Lincoln
✨Tip Number 1
Network like a pro! Reach out to current employees at RBC or in the wealth management sector. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of investment, lending, and trust solutions. Show us that you're keen to learn and ready to support the team with confidence!
✨Tip Number 3
Practice your communication skills! Whether it's verbal or written, being clear and concise is key. We want to see you shine when discussing client support and business development.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you're serious about joining the RBC family.
We think you need these skills to ace Associate, Wealth Management in Lincoln
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Wealth Management Associate role. Highlight any relevant administrative experience and your ability to support senior colleagues, as this is key for us.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how you can contribute to our team. Keep it clear and concise, just like we value in communication.
Showcase Your Attention to Detail: In wealth management, accuracy is everything. Make sure your application is free from typos and errors. This shows us that you can handle the details, which is crucial for the role.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it’s super easy!
How to prepare for a job interview at Royal Bank of Canada
✨Know Your Stuff
Make sure you brush up on your knowledge of investment, lending, cash, and trust solutions. Familiarise yourself with current market trends and financial products so you can confidently discuss them during the interview.
✨Practice Clear Communication
Since clear and concise communication is key for this role, practice articulating your thoughts. You might want to do mock interviews with a friend or family member to refine your verbal skills and ensure you can convey information effectively.
✨Show Your Team Spirit
This position requires collaboration with various teams. Be prepared to share examples of how you've worked well in a team setting before. Highlight your ability to support colleagues and contribute to achieving common goals.
✨Demonstrate Attention to Detail
Given the importance of accuracy in this role, be ready to discuss how you ensure your work is precise. Bring examples of past experiences where your attention to detail made a difference, whether in an administrative role or elsewhere.
