Associate, Data Advisory & Optimisation

RBC; Saint Helier; On-site; GBP 45,000 - 60,000; Full time

Job summary

RBC in Jersey seeks a Data Support Specialist to join our Wealth Management Europe team. This permanent, full-time role requires 4 days per week in the office and focuses on data, dashboards, and process improvements.

You will support CRM initiatives, work with the 5Series data platform, translate requirements into specs, and collaborate with business and tech teams to drive progress.

Qualifications

• Experience delivering data solutions in financial services.
• Ability to lead tasks and manage deliverables.
• Strong communication, influencing and collaboration skills.
• Self-driven, results-oriented mindset.

Responsibilities

• Support CRM initiatives, manage queries and reporting requests.
• Query data in the 5Series platform and enhance dashboards.
• Translate business requirements into clear specs and support improvements.
• Help execute action plans and monitor progress on initiatives.
• Collaborate with business and technology teams to identify improvements.
• Assist design, testing and rollout of new functionality.
• Document progress, track actions in JIRA and communicate updates.
• Identify risks and propose solutions to keep projects on track.
• Provide operational support to the Data Advisory & Optimisation Team.

Skills

Financial sector experience

Project management

Communication

Proactive mindset

Collaboration

Tools

JIRA

5Series

Job description

Job Description

What is the opportunity?

Join Our Team: Data Support Specialist – Wealth Management Europe

We’re looking for a Data Support Specialist to join our Wealth Management Europe team in Jersey. This is a permanent, full-time position requiring a minimum of 4 days per week in the office.

What you will do?

Working within our dynamic team, you’ll support a range of data-related activities:

• Support CRM initiatives, manage queries, and handle reporting and access requests
• Work with our 5Series data platform—querying data, creating, and enhancing dashboards, and maintaining data accuracy
• Translate business requirements into clear specifications and support process improvements
• Contribute to strategic initiatives by helping execute action plans and monitoring progress
• Collaborate with business and technology teams to identify opportunities for process improvement
• Support the design, testing, and rollout of new functionality
• Document progress, track actions in JIRA, and communicate updates to stakeholders
• Identify potential risks and recommend solutions to keep projects on track
• Provide operational support to the Data Advisory & Optimisation Team

What you need to succeed?

Must-Have

• Financial sector experience: You’ve worked on data solutions in a financial services environment.
• Project management and task leadership skills: You’re comfortable leading tasks and managing your deliverables.
• Strong communication and Collaboration: You are experienced in influencing, negotiating, and collaborating effectively.
• Proactive mindset: You’re self-driven, results-oriented, and ready to take initiative.

Nice-to-have

• Business analyst or related experience in a financial services environment
• Familiarity with Agile methodologies

This is a chance to make a difference in a fast-paced, collaborative environment.

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.

Job Skills

Critical Thinking, Data Administration, Data Mining, Data Modeling, Data Movement, Detail-Oriented, Group Problem Solving, Quantitative Research, Research Documents

Additional Job Details

• Address: GASPÉ HOUSE, 66-72 ESPLANADE:SAINT HELIER
• City: Saint Helier
• Country: Jersey
• Work hours/week: 36.25
• Employment Type: Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2026-04-08
• Application Deadline: 2026-09-08
• 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.