Associate, Private Wealth

Royal Bank of Canada; Greater London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial institution in the UK seeks an Associate for its Client Management Team. The role focuses on delivering exceptional service to High Net Worth clients, supporting Relationship Managers in generating sustainable revenues. Candidates should have strong banking and communication skills, and a desire for professional growth is valued. This position offers a collaborative environment with potential for remote work arrangements. Join a team committed to delivering trusted financial advice and making a positive impact in clients' lives.

Qualifications

• Proven track record in a client-facing role.
• Desire to complete professional qualification is a plus.
• Experience in a Wealth Management support role is preferred.

Responsibilities

• Deliver exceptional client experience and secure sustainable revenues.
• Act as a principal point of contact for clients.
• Support Relationship Managers with banking and administration.

Skills

Banking

Communication

Customer Service

Detail-Oriented

Interpersonal Relationship Management

Teamwork

Job description

Methodology throughout the lifecycle of the client relationship, including fundamentals of building trust with existing and prospective clients to nurture successful relationships. Gain a deep understanding of client needs, delivering tailored insight and solutions and how to maintain and grow client relationships. Act as the first line of defense relating to key activities and ensure any associated requests are dealt with in a compliant manner. Act as a point of escalation to resolve issues and resolve all risk events and near misses immediately. Adhere to all internal policies and procedures, including regulatory requirements to ensure business standards are always met in line with RBC's Culture of Excellence. Collaborate with business partners and support the Associate Team Leaders by providing timely feedback about training needs and internal processes to enhance and support client service.

What do you need to succeed?

• Motivation to develop own knowledge and skillset.
• Ability to work effectively as part of a growth-oriented team.

Client service skills: the candidate must have the skills to communicate effectively with clients verbally and in writing, be able to identify and articulate issues and solutions, the integrity to earn the trust of clients and other stakeholders, and the business acumen to support mutually beneficial opportunities for the client and RBC.

• Excellent organisation skills and attention to detail.
• A proven track record in a client-facing role.

Training will be provided to the right candidate.

• Nice-to-have: Desire to complete professional qualification.
• Experience in a Wealth Management support role.

What's 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.

Job Description

RBC Private Wealth is seeking an Associate to join the Client Management Team in Jersey, with a focus on supporting High Net Worth and Ultra-High Net Worth client relationships. The Associate will have responsibility for providing excellent service levels to these clients to develop profitable business for Wealth Management-Europe (WME) and the wider RBC organization. RBC's expectation is that 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?

• Deliver an exceptional client experience and support Relationship Managers in securing new and sustainable revenues for Wealth Management Europe in line with the Private Wealth Sales Methodology.
• Act as a principal point of contact to clients and other stakeholders, providing expert support with day-to-day banking and administration requirements.
• Learn about and adopt the Private Wealth Sales, success that is mutual.
• Leaders who support your development through coaching and managing opportunities.
• Work in a dynamic, collaborative, progressive, and high performing team.
• Opportunities to building close relationships with clients.

Job Skills

• Banking
• Communication
• Customer Experience (CX)
• Customer Service
• Customer Service Management
• Detail-Oriented
• Interpersonal Relationship Management
• Office AdministrationOffice Tools
• Product Knowledge
• Product Services
• Teamwork

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: 2025-12-16

Application Deadline: 2026-01-05 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 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well‑being of our clients and communities at jobs.rbc.com.