Associate, Wealth Management

We have an exciting opportunity for a Wealth Management Associate to join the team in our Edinburgh office.

Responsibilities

• Work closely with senior wealth professionals, gaining exposure to client support, investment solutions and financial planning under expert supervision.
• Progress through our structured pathway. From day one you’ll follow a clear roadmap to advance into a Wealth Manager or Wealth Paraplanner, supported by RBC’s commitment to your success.
• Collate and verify 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.
• Develop knowledge on breadth of investment, lending, cash, and trust solutions and begin to build knowledge through exposure to client support.
• Provide clients with information but not advice.
• Support business development through correct application of client processes and procedures.
• Aware of the office business plans and develop understanding to support 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.

Qualifications

Must have

• Strong attention to detail and a passion for Wealth Management.
• Clear and concise communication skills – oral and written.
• Commitment to achieving industry qualifications – no prior qualifications are required, we fund and support your journey.

Nice to have

• Awareness of RBC Brewin Dolphin’s values and culture.
• Basic experience or exposure to financial products.

Benefits

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.

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