Verified Job
Accounting - Finance
Associate, Wealth Management
Accounting - Finance
#629380
Remote / WFH
Job Description
We have an exciting opportunity for a Wealth Management Associate to join the team in our Glasgow office. The Wealth Associate will be principally responsible for providing support, assistance, and work 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 supports 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
Minimal administrative experience required.
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.
Relevant qualification(s): Working towards CII Level 4 Diploma in Regulated Financial Planning or equivalent.
Nice-to-have
Existing knowledge of RBC Brewin Dolphin conduct and values.
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.
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 supports 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
Minimal administrative experience required.
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.
Relevant qualification(s): Working towards CII Level 4 Diploma in Regulated Financial Planning or equivalent.
Nice-to-have
Existing knowledge of RBC Brewin Dolphin conduct and values.
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.
