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- Tasks: Drive growth by developing sales strategies and building lasting partnerships with intermediaries.
- Company: Join RBC Brewin Dolphin, a leading financial services firm with a collaborative culture.
- Benefits: Enjoy competitive pay, bonuses, flexible benefits, and world-class training opportunities.
- Other info: Flexible work options and a commitment to professional development await you.
- Why this job: Make a real impact in a dynamic team while advancing your career in finance.
- Qualifications: Sales experience in financial services and strong relationship management skills are essential.
The predicted salary is between 40000 - 50000 ÂŁ per year.
What is the opportunity?
We’re seeking two talented Telephone Account Managers (TAMs) to join our thriving Intermediaries department—a fast-growing channel managing over £25bn in assets and driving innovation at RBC Brewin Dolphin. As a TAM, you’ll be at the forefront of our success, working closely with local offices, Investment Managers, and Business Development Managers to promote our cutting-edge solutions: Discretionary Fund Management, MPS services, and Voyager (Unitised solutions). You will build lasting partnerships with intermediaries, uncover new business opportunities, and contribute to our ambitious asset growth targets.
We’re looking for someone with proven sales success in a phone-based/remote sales role within financial services, with a track record of exceeding targets and driving business growth.
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?
- Drive Growth: Develop and execute sales strategies to exceed financial goals while fostering sustainable, profitable relationships.
- Build Connections: Prospect and onboard new intermediaries, becoming their trusted business consultant.
- Collaborate & Innovate: Partner with BDMs, Sales Support, and Investment Teams to align on regional goals and deliver exceptional service.
- Stay Ahead: Keep pace with market trends, regulatory changes, and best practices (like Consumer Duty) to position RBC Brewin Dolphin as an industry leader.
- Make an Impact: Support seminars, campaigns, and follow-ups to boost brand awareness and market share.
What do you need to succeed?
- Must-have: Level 4 qualification (e.g., CISI, CII, or equivalent) or as a minimum have made significant progress toward it, demonstrating commitment to professional development.
- Exceptional relationship management skills—ability to build trust, foster long-term partnerships, and deliver client-centric solutions.
- Strong communication skills—confident in presenting complex ideas, active listening, and adapting messaging to diverse stakeholders (verbal and written).
- Technical proficiency—competency in Microsoft Office (Excel, Outlook, PowerPoint, Teams) and ability to learn new systems quickly.
- Time management and organisational skills—proven ability to prioritise tasks, manage pipelines, and meet deadlines in a fast-paced environment.
- Adaptability and market awareness—experience navigating regulatory changes, industry trends, and evolving client needs.
- Collaborative mindset—success in partnering with cross-functional teams (e.g., Sales Support, Investment Teams) to align on shared goals.
- Problem-solving and consulting skills—ability to act as a trusted advisor, offering tailored solutions to intermediaries.
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.
RBC Brewin Dolphin, Telephone Account Manager in London employer: Royal Bank of Canada
Contact Detail:
Royal Bank of Canada Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land RBC Brewin Dolphin, Telephone Account Manager in London
✨Tip Number 1
Get to know the company inside out! Research RBC Brewin Dolphin's values, recent news, and their approach to client relationships. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your pitch! You’ll need to communicate your sales success and how you can drive growth effectively. Role-play with a friend or use our resources to refine your messaging and ensure you come across as confident and knowledgeable.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which can significantly boost your chances of landing the job.
✨Tip Number 4
Follow up after interviews! A quick thank-you email reiterating your interest and highlighting a key point from your conversation can leave a lasting impression. It shows you're proactive and truly invested in the opportunity.
We think you need these skills to ace RBC Brewin Dolphin, Telephone Account Manager in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Telephone Account Manager role. Highlight your sales success in phone-based roles and how you've built strong relationships in financial services. We want to see how you can drive growth with us!
Showcase Your Skills: Don’t forget to emphasise your exceptional communication skills and technical proficiency. Mention your experience with Microsoft Office and any relevant qualifications like CISI or CII. We’re looking for someone who can present complex ideas clearly and adapt to different stakeholders.
Be Authentic: Let your personality shine through in your application! We value authenticity and want to know what makes you tick. Share your passion for building partnerships and how you stay ahead of market trends. This is your chance to show us why you’d be a great fit for our team.
Apply Through Our Website: Make sure to submit your application through our official website. It’s the best way for us to receive your details and keep track of your application. Plus, it shows you’re serious about joining RBC Brewin Dolphin!
How to prepare for a job interview at Royal Bank of Canada
✨Know Your Stuff
Before the interview, make sure you’re well-versed in RBC Brewin Dolphin’s services, especially Discretionary Fund Management and MPS services. Familiarise yourself with recent market trends and regulatory changes to show you’re proactive and knowledgeable.
✨Showcase Your Sales Skills
Prepare specific examples of how you’ve exceeded sales targets in previous roles. Be ready to discuss your strategies for building relationships with intermediaries and how you’ve successfully driven business growth in a phone-based environment.
✨Practice Active Listening
During the interview, demonstrate your strong communication skills by actively listening to the interviewer. Respond thoughtfully to their questions and adapt your messaging to show you understand their needs and can provide tailored solutions.
✨Be a Team Player
Highlight your collaborative mindset by discussing past experiences where you worked with cross-functional teams. Emphasise how you’ve partnered with others to achieve shared goals, as this aligns with the role’s focus on collaboration and innovation.