Associate, Wealth Management - Charities

Job Description

What is the opportunity?

We are looking to recruit an Associate to join the RBC Brewin Dolphin’s Scottish Charity Team, based in Edinburgh. This well established and successful charity team manages investments for a wide range of charity and Institutional clients throughout Scotland.

As an Associate, you’ll support our Wealth Managers in delivering exceptional advisory services, driving digital transformation to enhance client experience, helping you build genuine expertise in wealth management and the charity sector. Working alongside our experienced team, you’ll gain exposure to complex client relationships and bespoke investment strategies while contributing meaningfully to our clients’ missions. You will be encouraged to undertake professional qualifications, in order to progress to a Chartered Wealth Manager role within the Team.

RBC’s expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.

What will you do?

• Deliver high-quality wealth support under expert mentorship, ensuring clients’ needs are consistently met
• Support wealth colleagues across client reviews, documentation, and relationship management
• Build broad expertise across investments and cash management
• Developing specialist knowledge of the charity sector
• Support business development and developing your network within the charity sector
• Champion digital innovation among colleagues and clients
• Collaborate across the office and National Charity Team to deliver exceptional client outcomes

What do you need to succeed?

Must-have

• A proactive individual who actively seeks opportunities to develop your expertise
• Genuine passion for the charity sector and desire to develop understanding on how trustees and organisations drive community impact
• Strong attention to detail, accuracy in written and numerical work
• Good communicator with clients and colleagues
• Proficient in MS Word, Excel, and Outlook
• Good time management skills, this is a demanding role where you will often be managing a variety of priorities and tasks

Nice-to-have

• Currently studying an industry recognised qualification e.g. CISI level 4 diploma
• Commitment to community through volunteering or charitable involvement

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.

Job Skills

Customer Service Management, Interpersonal Relationship Management, Office Tools, Product Knowledge, Product Services, Sales, Sales Activities, Sales Support, Sales Systems, Teamwork

Additional Job Details

Address:

144 MORRISON STREET:EDINBURGH

City:

Edinburgh

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

Note** :

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

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