Senior Associate, Wealth Management

What is the opportunity?

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

 In this role will be principally responsible for assisting and maintaining existing client relationships and actively supporting business growth through contribution to team and office business development activities.

A key part of the role would entail aspects such as assisting and maintaining client base and relationships, digital adoption, actively developing subject knowledge on end-to-end wealth management, client advice process, and industry.

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?

•  Assisting the management of a client base under guidance of a senior colleague – Wealth Manager.
•  To participate in client meetings and build confidence through support of senior colleagues.
• Work collaboratively with One RBC partners and functional colleagues across platforms, and partner with other business units to ensure clients are receiving exceptional services. 
• Proactive focus on supporting with originating new business opportunities through clients and ensure that clients are referred internally to ‘home of best fit’. 
• Where applicable, produces a portfolio of solutions to meet clients’ needs and delivers ongoing monitoring and review, making changes where appropriate to deliver continued suitability of wealth management with instruction from senior colleagues.
• Always act in the best interest of the client by actively going above and beyond to enhance the client experience, including partnering internally to improve processes, positive feedback from clients, timely processing of client requests, etc. 
• Fully understanding the existing and new digital capabilities, driving client adoption as part of the overall advice led wealth management proposition. 
• Provision of regulated advice across all standard advice areas, under the guidance of more senior wealth managers or directors whilst ensuring good client outcomes. 
• Providing regulated advice against all licenced areas as advised by the licensing matrix assigned dependent on qualifications and experience. 
• Shares and builds knowledge within the team by contributing to team/office meetings.
• Supports all team members and provides guidance to junior members of the team.
•  Ensure Adherence to group values, policies, procedures, and working practices. Managing and operating within a risk management framework.  Adhering to Conduct Risk Standards.

What do you need to succeed?

Must-have

•  Proven experience required within a Wealth Management / Investment role.
• Good communication, analytical and presentation skills.

• Completed / progressing through relevant exams i.e. CISI, CFA, IMC.

• Works collaboratively using an inclusive approach but can work on own initiatives to achieve the required results

 

Nice-to-have

• Experience dealing with Independent Financial Advisers.

• Awareness of RBC Brewin Dolphin’s values and culture.

 

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.

 

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 additional details.

#RBCBD

 

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

144 MORRISON STREET:EDINBURGHEdinburghUnited Kingdom35Full timeWEALTH MANAGEMENTRegularSalaried2026-09-162026-10-22

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.

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.