Associate, Intermediaries Investment Manager

RBC; Birmingham; On-site; GBP 25,000 - 35,000; Full time

Job summary

RBC offers an exciting opportunity for an Associate, Intermediaries Investment Manager in Birmingham. This permanent role requires providing support to senior Wealth Managers, assisting with client reviews, and developing knowledge in investment solutions. Ideal for graduates looking to start a career in Wealth Management, offering a nurturing environment and comprehensive training.

Benefits

Comprehensive Total Rewards Program

World-class training program in financial services

Opportunities for professional growth

Supportive work environment

Qualifications

• Collaborative and inclusive approach to work.
• Ability to meet deadlines/work within restricted timescales.
• Willingness to learn.

Responsibilities

• Assist and support Senior Wealth Colleagues.
• Collate and verify information and work provided.
• Develop knowledge on investment and client support.

Skills

Decision Making

Financial Statement Analysis

Budgeting

Job description

Job Summary

Job Description

What is the opportunity?

We have an exciting opportunity for an Associate, Intermediaries Investment Manager to join our Birmingham office on a permanent basis.

This opportunity would suit a graduate or someone wanting to begin their career in Wealth Management.

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.

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

• Collaborative and inclusive approach to work.

• Ability to meet deadlines/work within restricted timescales.

• Willingness to learn.

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:

2025-07-17

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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