Associate, Wealth Management

2 weeks ago

Newcastle upon Tyne, United Kingdom RBC Brewin Dolphin Full time

Associate, Wealth Management – RBC Brewin Dolphin We have an exciting opportunity for an Associate, Wealth Management to join the team in Newcastle. The Associate will assist with day‑to‑day administration for the team, completing a range of tasks as requested to support team activities. Job Description Assist, support, and work under the supervision of a senior wealth colleague. Collate and verify the accuracy of 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 build knowledge through exposure to client support. Provide clients with information (not advice). Support business development through correct application of client processes and procedures. Stay aware of office business plans and develop understanding to support team objectives. Complete all work according to procedure and standards. What do you need to succeed? Must-have Minimal experience required. Accuracy, numeracy, attention to detail. Clear and concise communication skills – oral and written. Ability to meet deadlines/work within restricted timescales. Flexible and reliable team member. Ability to work on own initiative to achieve required results. Collaborative and inclusive approach to work. Nice-to-have Previous administration experience within financial services. What is in it for you? 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. Agency Notice RBC Group does not accept agency resumes. Please do not forward resumes to our employees, nor any other company location. RBC Group only pays fees to agencies where they have entered into a prior agreement to do so and, in any event, does not pay fees related to unsolicited resumes. Please contact the Recruitment function for additional details. 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: 2025-10-01 Application Deadline: 2025-12-08 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. Join our Talent Community Stay in‑the‑know about great career opportunities at RBC. Sign up and receive customized information on our latest jobs, career tips and recruitment events that matter to you. 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. Seniority level Not Applicable Employment type Full‑time Job function Finance and Sales Industries Banking and Financial Services #J-18808-Ljbffr

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