Analyst, Wealth Management Europe Finance - Performance Management (London)

RBC; London; Hybrid; GBP 40,000 - 55,000; Full time

Job summary

A leading financial institution in London is seeking a skilled professional to support financial planning and forecasting in Wealth Management. The ideal candidate should have a relevant degree, strong analytical skills, and experience in Excel and PowerPoint. This full-time role involves collaborating with finance teams to enhance data-driven decision-making and improve business understanding.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Competitive compensation

World-class training program

Qualifications

• Bachelor's degree or AAT qualification required.
• Part-qualified accountant or taking on an accounting qualification.
• Experience in Excel and PowerPoint.

Responsibilities

• Deliver financial planning and forecasting for WM Europe.
• Gather and analyze key assumption data used in forecasts.
• Develop and maintain forecast models.

Skills

Accounting

Decision Making

Finance

Financial Planning

Microsoft Excel

Education

Bachelor's degree or AAT qualification

Part-qualified accountant or willingness to qualify

Tools

Excel

PowerPoint

TM1 Cognos

Job description

Job Summary

Job Description

What is the opportunity?

Performance Management forms a key part of the Finance team and is responsible for the coordination and execution of financial planning and forecasting deliverables, business partnering and management reporting.

The position will be focused on the Wealth Management Europe business with a concentration on products and NII.

RBC’s expectation is that from mid-September 2025, 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?

• Support the delivery of financial planning and forecasting deliverables assigned to WM Europe Finance, including, but not limited to; the annual plan, 5-year outlook and forecasts.
• Support in the gathering and understanding of key assumption data used in forecasts. This includes analysing, evaluating and debating key assumptions and/or drivers.
• Support the ongoing maintenance and development of forecast models.
• Support in the production of reporting materials (both routine and ad-hoc) with visual impact, clear structure and reader friendly content.
• Support the analysis of large data sets in order to improve the business understanding of client books and costs.
• Gain an understanding of how the WME deposit, loans, Investment management, Trust and custody businesses generate revenue.
  
  

What do you need to succeed?

Must-have

• A Bachelor degree or AAT qualification or similar/equivalent.
• Part-qualified accountant or willing to take on an accounting qualification.
• Excel and PowerPoint experience.
• An understanding of financial services, specifically banking and Wealth Management industries.
• Analytical mindset.
• Comfortable managing large and complex data sets.
  
  

Nice-to-have

• Financial systems knowledge (TM1 Cognos etc).
• Prior experience working in Wealth Management, Asset Management or banking.
  
  

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.

• A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
• 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
• A world-class training program in financial services.
  
  

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.

Job Skills

Accounting, Decision Making, Finance, Financial Planning, Financial Planning and Analysis (FP&A), Financial Products, Financial Reporting and Analysis, Microsoft Excel, Results-Oriented

Additional Job Details

Address:

100 BISHOPSGATE:LONDON

City:

London

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

OFFICE OF THE CFO

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-07-22

Application Deadline:

2025-08-06

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. 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.

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