At a Glance
- Tasks: Lead and grow our Intermediary channel, managing key relationships and driving business opportunities.
- Company: Join RBC Brewin Dolphin, a leader in wealth management with a collaborative culture.
- Benefits: Enjoy competitive pay, bonuses, flexible benefits, and world-class training.
- Other info: Work in a progressive environment with excellent growth opportunities.
- Why this job: Make a real impact in a dynamic team while developing your career in finance.
- Qualifications: Extensive experience in wealth management and strong relationship-building skills required.
The predicted salary is between 60000 - 68231 £ per year.
RBC Brewin Dolphin is seeking a Head of Platform Relationships to lead our rapidly expanding Intermediary channel, managing over £26bn in assets.
What will you do?
- Drive sustainable and profitable growth across the Intermediary channel, identifying and developing new business opportunities with adviser platforms.
- Lead, develop and maintain effective relationships with platform providers to secure sustainable, profitable business inflows and identify ongoing partnership opportunities.
- Maintain existing relationships and, where opportunity exists, develop effective relationships with third‑party platforms to achieve long‑term, mutually beneficial partnerships.
- Collaborate with cross‑functional teams – Marketing, Operations, Investments, Governance, Legal and Compliance – to develop a robust investment governance framework.
- Build strong internal relationships with all stakeholders to create an open environment for effective communication and strategic alignment.
- Support the Business Development Team with market insight and ideas to build sustainable relationships with Independent Financial Advisers and drive business growth.
- Assist in developing propositions and platform‑specific solutions to meet the needs of advisers and customers.
- Provide proactive representation for Intermediaries across RBC governance forums, committees and external stakeholder meetings, ensuring consistent messaging.
- Demonstrate strong awareness of market conditions, adapt swiftly to business and regulatory changes, and lead deliberations where appropriate.
What do you need to succeed?
- Must‑have
- Extensive experience in a similar role, working with key adviser platforms such as Aviva, AJ Bell, Quilter or equivalent.
- Demonstrable background in the Intermediary wealth management market.
- Strong market knowledge and working knowledge of platform, provider and third‑party supplier environments.
- Excellent relationship‑building skills, both internal and external, with proven ability to manage complex stakeholder dynamics.
- Meticulous attention to detail with the ability to multitask, prioritise competing demands and respond proactively to changing priorities.
- Robust communication skills with the ability to engage effectively across all levels and functions.
- Nice‑to‑have
- Professional qualifications.
What is in it for you?
- A comprehensive Total Rewards Programme including bonuses, flexible benefits and competitive compensation.
- Leaders who support your development through coaching and management 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 programme in financial services.
Work hours: 35 hours per week (full‑time). Permanent, full‑time role requiring 4 days in the office; can be based at any RBC Brewin Dolphin office.
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Rbc Brewin Dolphin - Head Of Platform Relationships employer: Royal Bank of Canada
At RBC Wealth Management Europe, we pride ourselves on being an exceptional employer, offering a dynamic and collaborative work environment in London and the South East. Our commitment to employee growth is evident through our comprehensive Total Rewards Program, which includes competitive compensation, bonuses, and flexible benefits, alongside opportunities for professional development and coaching from experienced leaders. Join us to make a meaningful impact while working with a talented team dedicated to delivering tailored financial solutions to our clients.
StudySmarter Expert Advice🤫
We think this is how you could land Rbc Brewin Dolphin - Head Of Platform Relationships
✨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.
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Don’t shy away from reaching out directly to firms like Royal Bank of Canada. 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 Rbc Brewin Dolphin - Head Of Platform Relationships
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 Royal Bank of Canada.
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 Royal Bank of Canada'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 Royal Bank of Canada
✨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 Royal Bank of Canada.
✨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 Royal Bank of Canada 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 Royal Bank of Canada 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.
