RBC Brewin Dolphin – Associate, Wealth Management

Job Summary

Performs administrative support and coordinates activities for the team to ensure that client needs are consistent with trust laws and regulations. Applies experience and complete working knowledge of the job and policies/practices to perform a combination of routine tasks and varied administrative/operational assignments.

Job Description

What is the opportunity?

We have an exciting opportunity to join our Newcastle office as an Associate, Wealth Management on a permanent basis.

The role of Associate, Wealth Management will be responsible for providing support, assistance, and work under the guidance of senior colleagues in Wealth management.

This role will aid the Wealth Managers and actively develop subject knowledge on wealth management, client advise, processes and industry.

What will you do?

• Develop knowledge on breadth of investment, lending, cash and trust solutions and begin to build knowledge through exposure to client support.
• Support business development through correct application of client processes and procedures.
• Develop understanding to support the team in achieving overall objectives.
• Complete all works according to procedure and standards.
• Work collaboratively with One RBC partners and functional colleagues across platforms, partner with other business units to ensure clients are receiving exceptional services.
• Develop full understanding of existing and new digital capabilities, support driving client adoption as part of the overall advice led, wealth management proposition.
• Comply with any reasonable instructions or regulations issued by the Company from time to time, including those set out in the terms of the dealing and other manuals, including staff handbooks and all other group policies
• Assist team members as required and work effectively with colleagues.
• Ensure Adherence to group values, policies, procedures and working practices. Manage and operate within a risk management framework. Adhering to Conduct Risk Standards.

What do you need to succeed?

Must-have

• Minimal experience required. Familiarity of administrative duties in a similar capacity.
• Accuracy, numeracy, attention to detail.
• Clear and concise communication skills – oral and written.
• Ability to meet deadlines/work within restricted timescales.

Nice-to-have

• Ability to demonstrate RBC 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.

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.

#RBCBD

Job Skills

Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations Management

Additional Job Details

Address:

32 GALLOWGATE:NEWCASTLE UPON TYNE

City:

Newcastle upon Tyne

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-07-02

Application Deadline:

2025-07-16

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 believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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