Job Summary

Job Description

What is the opportunity?

You will be involved in the management of an existing Investment client base and further increasing business with the generation of new clients. You will proactively represent the RBC Brewin Dolphin Investment Management function internally and RBC Brewin Dolphin externally to develop and positively influence the firm’s position within the marketplace. Proactively networking through seeking opportunities with current, new and potential clients and supporting with business development activities.

You will always act with integrity and fairness, promoting a culture which embraces change and encourages trust and openness between all colleagues and clients. Acting as a role model and sharing ideas and supporting colleagues contributing to the overall success of the team.

What will you do?

Manage a client base, developing and maintaining existing client relationships whilst increasing business with the generation of new clients.

Proactively network through seeking opportunities with current, new and potential clients. Able to support business development activities.

Provide portfolio solutions to meet clients’ needs and deliver ongoing monitoring and review, making changes to deliver continued suitability of investments and responsible for ensuring ongoing client suitability.

Responsible for all actions consistent with the management and advice of client portfolios.

Independently and confidently manage the client advice relationship to ensure engagement opportunities to develop client acquisition.

Deliver clear explanations to clients on why changes to their portfolio may better suit their investment objectives.

Share best practice opportunities to deliver business growth that will contribute to the success of the team / office.

Understand and comply with all the relevant regulations and principles applying to the role as a Certified Person with the Regulator, as well as RBCBD policies and procedures.

What do you need to succeed?

Must-have

Degree educated or Equivalent.

CISI Level 7 Wealth Management master’s or equivalent.

Proven industry experience including trade execution, client advice and knowledge of complex and higher risk advice areas.

Meets FCA/JFSC qualification and Brewin Dolphin internal requirements for authorization to provide advice in complex and specialist areas.

Nice-to-have

Ability to work on your own initiative to achieve required results.

Collaborative and inclusive approach to work

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.

Flexible working and hybrid options fully supported.

#LI-SS2

Job Skills

Additional Job Details

Address:

GASPÉ HOUSE, 66-72 ESPLANADE:SAINT HELIER

City:

Saint Helier

Country:

Jersey

Work hours/week:

36.25

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-09-20

Application Deadline:

2025-01-24

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 embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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