Associate, Wealth Management

RBC; Glasgow; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading global financial institution seeks a Wealth Management Associate in Glasgow. This role focuses on supporting senior colleagues and client management, requiring good communication and attention to detail. Candidates should be pursuing relevant financial qualifications and possess minimal administrative experience. The position offers a full-time contract with in-office work and some remote flexibility.

Benefits

Comprehensive Total Rewards Program

Opportunities for coaching and career development

Dynamic and collaborative work environment

Qualifications

• Minimal administrative experience required.
• Good attention to detail and diverse knowledge of business sectors.
• Clear and concise communication skills – oral and written.

Responsibilities

• Assist and support senior wealth colleagues in managing client accounts.
• Collate and verify the accuracy of information provided.
• Support client documentation and reviews under guidance.

Skills

Customer Service Management

Interpersonal Relationship Management

Office Tools

Product Knowledge

Sales Support

Teamwork

Education

CII Level 4 Diploma in Regulated Financial Planning (working towards)

Job description

Job Description

We have an exciting opportunity for a Wealth Management Associate to join the team in our Glasgow office on a 12 month FTC basis. The Wealth Associate will be responsible for providing support and assistance to the team, while working under the guidance of senior colleagues 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?

• Assist, support, and work under supervision of a senior wealth colleague.
• Collate and verify 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.
• Develop knowledge on breadth of investment, lending, cash, and trust solutions and begin to build knowledge through exposure to client support.
• Provide clients with information and not advice.
• Support business development through correct application of client processes and procedures.
• Be aware of the office business plans and develop understanding to support 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.
• 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.
• Assist team members as required and work effectively with colleagues.
• Ensure adherence to group values, policies, procedures, and working practices, managing and operating within a risk management framework and adhering to Conduct Risk Standards.

What do you need to succeed?

Must-have

• Minimal administrative experience required.
• Good attention to detail and diverse knowledge of business sectors, current business developments, market trends, and financial products and services to effectively communicate with and gain the confidence of clients.
• Clear and concise communication skills – oral and written.
• Relevant qualification(s): Working towards CII Level 4 Diploma in Regulated Financial Planning or equivalent.

Nice-to-have

• Existing knowledge of RBC Brewin Dolphin conduct and values.

What is in it for you?

• 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.

Agency Notice

RBC Group does not accept agency resumes. Please do not forward resumes 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 resumes. Please contact the Recruitment function for additional details.

#RBCBD

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: 8TH FLOOR, CADWORKS 41, WEST CAMPBELL STREET:GLASGOW, City: Glasgow, Country: United Kingdom, Work hours/week: 35, Employment Type: Full time, Platform: WEALTH MANAGEMENT, Job Type: Contract (Fixed Term), Pay Type: Salaried, Posted Date: 2026-01-07, Application Deadline: 2026-01-21, 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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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.