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.

**What is the opportunity?**

We have an exciting opportunity for a Wealth Management Associate to join the team in our Edinburgh office. The Wealth Associate will be responsible for providing support and assistance to the team, while working under the guidance of senior colleagues in Wealth management.

You will be required to work in the office at least 4 days per week, with the option to work 1 day remotely.

**What will you do?**
- Assist, support, and work under supervision of a senior wealth colleague.
- 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.
- Developing knowledge on breadth of investment, lending, cash, and trust solutions and begins to build knowledge through exposure to client support.
- Information giver: providing client with information and not advice.
- Aware of the office business plans and develops understanding to supports 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.

**What do you need to succeed?**

**Must-have**
- Whilst we don't require prior experience, familiarity of administrative processes would be beneficial. Most importantly, we are searching for dedicated individuals who are serious about creating a career in wealth management with us.
- Good time management skills, because this is a demanding role where you will often be managing many priorities and tasks
- Proactive, enjoy learning new things and seek out ways to expand your knowledge.
- A particular interest in business sectors, current business developments, market trends, and financial products and services. You will need to be knowledgable in these areas to effectively communicate with and gain the confidence of clients.
- Good attention to detail, maintaining accuracy when completing written and numerical based tasks.
- Clear and concise communication skills - with ability to communicate professionally with clients and colleagues.
- A willingness to study for industry recognised qualifications if successful e.g. CII or CISI

**Nice-to-have**
- Existing knowledge of RBC Brewin Dolphin proposition

**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 additio_nal _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**:
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**:
2025-07-18

**Application Deadline**:
2025-08-01

**I**nclusion** 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.

**Join our Talent Community**

Stay in-the-know about great career opportunities at RBC. Sign up and get customized inf