Associate, Wealth Management

rbc; City of Edinburgh; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

RBC Brewin Dolphin in Edinburgh is seeking a Wealth Management Associate to support senior wealth professionals and gain exposure to client support, investment solutions and financial planning under supervision. You will follow a structured development pathway with mentorship and funding for industry qualifications.

Role focuses on accuracy of information, client support, and collaboration with One RBC partners to deliver exceptional service while progressing toward Wealth Manager or Wealth

Qualifications

• Strong attention to detail and a passion for Wealth Management.
• Clear and concise communication skills - oral and written.
• Commitment to achieving industry qualifications - no prior qualifications are required, we fund and support your journey.
• Awareness of RBC Brewin Dolphin's values and culture.
• Basic experience or exposure to financial products.

Responsibilities

• Work closely with senior wealth professionals, gaining exposure to client support, investment solutions and financial planning under expert supervision.
• Progress through our structured pathway. From day one you'll follow a clear roadmap to advance into a Wealth Manager or Wealth Paraplanner, supported by RBC's commitment to your success.
• Collates and verifies the accuracy of the information and work provided.
• Support wealth colleagues with all aspects of client support and assist in preparation of reviews and client documentation.
• Developing knowledge on breadth of investment, lending, cash, and trust solutions and begins to build knowledge through exposure to client support.
• Information giver: providing client with information and not advice.
• 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.
• Work collaboratively with One RBC partners and functional colleagues across platforms, and partner with other business units to ensure clients are receiving exceptional services.

Skills

Customer Service Management

Interpersonal Relationship Management

Office Tools

Product Knowledge

Product Services

Sales

Sales Activities

Sales Support

Sales Systems

Teamwork

Job description

Job Description

What is the opportunity?

We have an exciting opportunity for a Wealth Management Associate to join the team in our Edinburgh office.

The Wealth Associate will be principally responsible for providing support, assistance, and work under the guidance of senior colleagues in Wealth Management.

This role is designed for structured development, providing hands-on experience, mentorship and full support to achieve industry specific qualifications. At RBC Brewin Dolphin, we are committed to your professional growth, offering a clear progression route and meaning career development in Wealth Management.

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?

Work closely with senior wealth professionals, gaining exposure to client support, investment solutions and financial planning under expert supervision.

Progress through our structured pathway. From day one you'll follow a clear roadmap to advance into a Wealth Manager or Wealth Paraplanner, supported by RBC's commitment to your success.

Collates and verifies the accuracy of the information and work provided.

Support wealth colleagues with all aspects of client support and assist in preparation of reviews and client documentation.

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

Information giver: providing client with information and not advice.

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.

Work collaboratively with One RBC partners and functional colleagues across platforms, and partner with other business units to ensure clients are receiving exceptional services.

What do you need to succeed?

Must-have

• Strong attention to detail and a passion for Wealth Management.
• Clear and concise communication skills - oral and written.
• Commitment to achieving industry qualifications - no prior qualifications are required, we fund and support your journey.

Nice-to-have

• Awareness of RBC Brewin Dolphin's values and culture.
• Basic experience or exposure to financial products.

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

• Customer Service Management
• Interpersonal Relationship Management
• Office Tools
• Product Knowledge
• Product Services
• Sales
• Sales Activities
• Sales Support
• Sales Systems
• Teamwork

Additional Job Details

• Address: 144 MORRISON STREET
• City: Edinburgh
• Country: United Kingdom
• Work hours/week: 35
• Employment Type: Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular Pay Type: Salaried
• Posted Date: 2026-09-16
• Application Deadline: 2026-09-30 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.

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