RBC Brewin Dolphin – Associate, Wealth Management – Charities

RBC; Birmingham; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in Birmingham seeks an Associate to join its Charity Team. This role involves assisting senior colleagues, developing client support knowledge, and contributing to business objectives. Candidates must possess relevant experience and a willingness to pursue further qualifications. This position offers a competitive salary and opportunities for professional growth within a collaborative environment.

Benefits

Comprehensive Total Rewards Program

Leaders supporting development opportunities

Dynamic and collaborative work environment

World-class training program

Qualifications

• Relevant prior experience in wealth management.
• Good time management skills due to multiple tasks.
• Proactive in seeking knowledge expansion.
• Desire to understand the charity sector and trustees' roles.
• Attention to detail with accuracy in tasks.
• Clear communication skills for professional interactions.

Responsibilities

• Provide support under senior wealth colleagues.
• Collate and verify information accuracy.
• Assist in preparation of reviews and documentation.
• Develop knowledge in investment and lending.
• Support business development via client processes.

Skills

Communication

Critical Thinking

Customer Service Management

Time Management

Detail-Oriented

Education

CISI Level 4 Qualification

CISI Level 7 Qualification

Tools

MS Word

MS Excel

MS Outlook

Job description

Job Description

What is the opportunity?

We are looking to recruit an Associate to join the RBC Brewin Dolphin Birmingham Charity Team. This well established and successful charity team manages significant investments for a wide range of Charity and Institutional clients throughout the West Midlands and surrounding areas. They are also part of the RBC Brewin Dolphin national charities team, one of the UK’s leading charity investment managers, working together with a common goal to service the needs of existing and prospective charity clients.

As an Associate, you will be responsible for providing support and assistance, working under the guidance of senior colleagues in the Charities team and wider business. You will act as a support to the Wealth Managers, drive digital adoption and actively develop knowledge of wealth management and the client advice processes within the Charities sector. In the long term, through sitting relevant qualifications and experience, you will have the option of progressing to a chartered wealth manager with the Charity Team.

What will you do?

• Prove quality assistance and support under supervision of a senior wealth colleagues to meet clients’ requirements.
• 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 begin to build knowledge through exposure to client support.
• Supports business development through correct application of client processes and procedures.
• Aware of the local and national charity team business plans and develop understanding to supports the team in achieving overall objectives.
• Grow your knowledge and understanding of the charity sector, different governance models, and develop of network of charity trustees and executives.
• Complete all works according to procedure and standards.
• Work collaboratively with One RBC partners and functional colleagues across platforms, and partner with other business units to ensure clients are receiving exceptional services.
• Develop full understanding of existing and new digital capabilities, and support driving client adoption as part of the overall wealth management proposition.
• Ensure Adherence to group values, policies, procedures, and working practices.
• There will be limited client interaction in the role initially, but any client interaction should be maintained with RBC Wealth management code of conduct and professional standards.

What do you need to succeed?

Must-have

• Relevant prior experience in wealth management is required and you will have completed or be working towards an Industry recognised qualifications to CISI level 4 and a willingness to work towards CISI level 7 if not already achieved. Experience with charities is not essential.
• Good time management skills, because this is a demanding role where you will often be managing many priorities and tasks.
• Proactive, enjoy learning new things and seek out ways to expand your knowledge.
• A desire to develop an understanding of the charity sector and the role of trustees and organisations in helping communities.
• Good attention to detail, maintaining accuracy when completing written and numerical based tasks.
• Clear and concise communication skills – with ability to communicate professionally with clients and colleagues.
• Intermediate knowledge of MS Word/Excel/Outlook.

Nice-to-have

• Industry recognised qualifications to CISI level 7.
• Previous charitable volunteering or trustee experience

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

Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations 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: 2025-09-11

Application Deadline: 2025-09-25

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.