Associate, Wealth Management

Associate, Wealth Management

Join RBC Brewin Dolphin’s Edinburgh office as an Associate in Wealth Management. The role supports senior colleagues and focuses on client assistance, digital adoption, and professional development.

• Assist, support and work under the supervision of a senior wealth colleague.
• Collate and verify the accuracy of information and work.
• Support wealth colleagues with client support, preparing reviews and documentation.
• Develop knowledge of investment, lending, cash and trust solutions.
• Provide clients with information (but not advice).
• Support business development by applying correct client processes and procedures.
• Understand office business plans and help the team achieve objectives.
• Collaborate with One RBC partners and functional colleagues across platforms and other business units to deliver exceptional services.

• Minimal experience required.
• Strong attention to detail and knowledge of business sectors, current developments, market trends, and financial products.
• Clear and concise oral and written communication skills.
• Working towards a CII Level 4 Diploma in Regulated Financial Planning or equivalent.

• Existing knowledge of RBC Brewin Dolphin conduct and values.

• Leaders who support your development through coaching and management 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.

144 Morrison Street, Edinburgh, United Kingdom

Hours:

35 per week

Employment Type:

Full time
Platform:
Wealth Management
Job Type: Regular

Pay Type:

Salaried

:59 PM

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 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.