We have an exciting opportunity for a Wealth Management Associate to join our Edinburgh office. The Wealth Associate will support the team under the guidance of senior colleagues in Wealth Management.

The role requires working in the office at least 4 days a week, with the option to work remotely 1 day.

What will you do?

• Assist and support a senior wealth colleague.
• Verify the accuracy of information and work provided.
• Support client support activities and assist in preparing reviews and documentation.
• Develop knowledge of investment, lending, cash, and trust solutions through exposure to client support.
• Provide clients with information (not advice).
• Support business development by applying client processes and procedures correctly.
• Understand office business plans and support team objectives.
• Collaborate with One RBC partners and other business units to ensure excellent client service.

What do you need to succeed?

Must-have

• No prior experience required; familiarity with administrative processes is beneficial.
• Good time management skills to handle multiple priorities.
• Proactive attitude, eagerness to learn, and expand knowledge.
• Interest in business sectors, market trends, and financial products to communicate effectively with clients.
• Attention to detail and accuracy.
• Professional communication skills.
• Willingness to pursue industry qualifications like CII or CISI.

Nice-to-have

• Knowledge of RBC Brewin Dolphin proposition.

What is in it for you?

We foster growth, collaboration, and community impact. Benefits include leadership support, working with top professionals, making a lasting impact, and flexible working options.

Additional Information

RBC Group does not accept unsolicited agency resumés. Please contact our Recruitment team for details.

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