Job Summary

Job Description

What is the opportunity?

The successful candidate will join the newly established Solutions Enablement Team, which has been created to support advisers to open cash accounts for existing RBC Brewin Dolphin clients. This team straddles two worlds, RBC Brewin Dolphin, and RBC Wealth Management (WME) and is critical to the integration of these entities. With significant firmwide targets, it is crucial that we develop a team to support the onboarding process and continue to make enhancements to ensure the client experience is truly world class. Whilst this role is principally process driven, those within the team have exposure to Brewin Dolphin Advisers and their clients and it is integral that anyone joining the team is excited by this aspect of the role.

What will you do?

Implementing the onboarding lifecycle, for all client types including HNWIs, corporates, trusts, and charities.

Building trust with internal stakeholders to give them confidence in the process and enhance the clients’ experience.

Acting as a contact for advisers and clients, providing full expert support and assistance with day-to-day banking and operational requirements.

Supporting Advisers with sales pipeline management and helping to convert leads into prospects.

Enrichment, and alignment of client data records across both RBC WME, and RBC BD systems

Completing BD Adviser Service Requests for client accounts in a timely manner.

Collaborate with business partners to feedback ways to improve the process as well as helping to identify training needs of the broader adviser community to enhance and support client service.

What do you need to succeed?

Must-have

Relevant professional experience desired.

Collaborative and inclusive approach to work, a true team player with the ability. to develop and maintain effective working relationships.

Hard working and professional approach to work.

Clear and concise communication skills – oral and written.

Nice-to-have

Experience working in Wealth Management, Financial Services or Professional Services.

Experience working in a banking team on either the technical or relationship management side.

Experience in client services is desired including facing to advisers and/or external clients.

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 options fully supported.

Agency Notice

RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

Job Skills

Asset and Liability Management (ALM), Cash Management, Client Counseling, Competitive Markets, Financial Statement Analysis, Investment Management, Investment Risk, Market Risk, New Challenges, Results-Oriented

Additional Job Details

Address:

12 SMITHFIELD STREET:LONDON

City:

London

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-12-20

Application Deadline:

2025-01-14

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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