Associate, Intermediaries Investment Manager

Royal Bank of Canada>; Birmingham; On-site; GBP 30,000 - 45,000; Full time

Job summary

The Royal Bank of Canada is seeking an Intermediaries Investment Manager Associate in Birmingham. This role involves supporting wealth managers in client service and documentation preparation, while collaborating with various teams to enhance client support. Candidates should ideally be pursuing a CII Level 4 Diploma and possess previous financial associate experience.

Benefits

Comprehensive Total Rewards Program

World-class training program in financial services

Opportunities for development and coaching

Flexible benefits and competitive compensation

Qualifications

• Must be working towards CII Level 4 Diploma in Regulated Financial Planning or equivalent.
• Previous experience as a financial associate or similar role is required.
• Collaborative and inclusive approach to work is essential.

Responsibilities

• Provide support and assistance to senior wealth managers.
• Ensure accuracy of client information and documentation.
• Develop knowledge in investment and lending solutions.

Skills

Accounting

Finance

Budgeting

Decision Making

Financial Engineering

Financial Instruments

Financial Statement Analysis

Information Capture

Pricing Models

Process Management

Treasury Management

Education

CII Level 4 Diploma in Regulated Financial Planning

Job description

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Client:

Royal Bank of Canada>

Location:

Birmingham, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

e08b69b4aee0

Job Views:

3

Posted:

02.06.2025

Expiry Date:

17.07.2025

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Job Description:

Job Summary

Job Description

What is the opportunity?

The Intermediaries Investment Manager Associate will be responsible for providing full support and assistance to senior colleagues within Wealth management. You will assist the wealth managers with all aspects of client support and assist with the preparation of reviews and client documentation.

We are looking for an associate who can work collaboratively with One RBC partners and functional colleagues across platforms, partnering with other business units to ensure clients are receiving exceptional services.

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.

Develop knowledge on breadth of investment, lending, cash, and trust solutions and begins to build knowledge through exposure to client support.

Supports business development through correct application of client processes and procedures.

Aware of the office business plans and develops understanding to supports the team in achieving overall objectives.

Complete all works according to procedure and standards.

Develop full understanding of existing and new digital capabilities, and support driving client adoption as part of the overall advice-led wealth management proposition.

Comply with any reasonable instructions or regulations issued by the Company from time to time including those set out in the terms of the dealing and other manuals, including staff handbooks and all other group policies.

Ensure Adherence to group values, policies, procedures, and working practices. Managing and operating within a risk management framework. Adhering to Conduct Risk Standards.

Provide quality support to wealth managers meeting the client’s requirements.

What do you need to succeed?

Must have

Working towards CII Level 4 Diploma in Regulated Financial Planning or equivalent.

Previous experience as a financial associate role or within a similar role.

Collaborative and inclusive approach to work.

Ability to meet deadlines/work within restricted timescales.

Nice to have

Previous knowledge of RBC culture and values.

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.

#RBCBD

Job Skills

Accounting Finance, Budgeting, Decision Making, Financial Engineering, Financial Instruments, Financial Statement Analysis, Information Capture, Pricing Models, Process Management, Treasury Management

Job Summary

Job Description

What is the opportunity?

The Intermediaries Investment Manager Associate will be responsible for providing full support and assistance to senior colleagues within Wealth management. You will assist the wealth managers with all aspects of client support and assist with the preparation of reviews and client documentation.

We are looking for an associate who can work collaboratively with One RBC partners and functional colleagues across platforms, partnering with other business units to ensure clients are receiving exceptional services.

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.

• Develop knowledge on breadth of investment, lending, cash, and trust solutions and begins to build knowledge through exposure to client support.

• Supports business development through correct application of client processes and procedures.

• Aware of the office business plans and develops understanding to supports the team in achieving overall objectives.

• Complete all works according to procedure and standards.

• Develop full understanding of existing and new digital capabilities, and support driving client adoption as part of the overall advice-led wealth management proposition.

• Comply with any reasonable instructions or regulations issued by the Company from time to time including those set out in the terms of the dealing and other manuals, including staff handbooks and all other group policies.

• Ensure Adherence to group values, policies, procedures, and working practices. Managing and operating within a risk management framework. Adhering to Conduct Risk Standards.

• Provide quality support to wealth managers meeting the client’s requirements.

What do you need to succeed?

Must have

• Working towards CII Level 4 Diploma in Regulated Financial Planning or equivalent.

• Previous experience as a financial associate role or within a similar role.

• Collaborative and inclusive approach to work.

• Ability to meet deadlines/work within restricted timescales.

Nice to have

• Previous knowledge of RBC culture and values.

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.

#RBCBD

Job Skills

Accounting Finance, Budgeting, Decision Making, Financial Engineering, Financial Instruments, Financial Statement Analysis, Information Capture, Pricing Models, Process Management, Treasury Management

Additional Job Details

Address:

81 COLMORE ROW:BIRMINGHAM

City:

Birmingham

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-05-28

Application Deadline:

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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