Associate, Client Management Team

What is the opportunity?

RBC Private wealth is seeking an Associate to join the client management team, with a focus on supporting Multi-family office clients. The role of Associate is responsible for providing an excellent service to multi-family offices and support the wider client team in the development of profitable new business for Wealth Management Europe (WME) and the wider RBC organisation.

As an Associate, you will provide clients with a trusted and professional point of contact for matters relating to their financial affairs and support the development of the business in line with RBC strategy and any regional business guidelines.

RBC’s expectation is that from mid-September 2025, 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 unrivalled client experience and support Relationship Managers in delivering new and sustainable revenues for WME, in line with the Sales & Relationship Management Sales Methodology.

• Provide full expert support within the client team by acting as a point of contact to Multi-family offices/clients.

• Assist in the planning / implementing of investments and other service offerings and the day-to-day functional / administrative support of the clients’ portfolios.

• Act as the first line of defence relating to the activities detailed in the Relationship Manager and Associate Accountability and Responsibility matrix, ensuring any associated requests are dealt with in a compliant manner.

• Act as a point of escalation to resolve issues where required and escalating and reporting all risk events and near misses immediately.

• Adhere to all internal policies and procedures as well as regulatory requirements on a day-to-day basis to ensure business requirements are being always met as part of the Culture of Excellence.

• Develop a strong knowledge of products and subsequent policies and procedures to carry out and service clients appropriately.

• Accurate and comprehensive record keeping against all client interactions, monitoring and completing upcoming annual reviews before they become overdue, communicating with clients effectively and appropriately

• Develop relationships and liaise regularly with business partners / product specialists; supporting the Client Management Associate Directors by providing timely feedback.

• Support S&RM Business Management by identifying inefficiencies to internal processes and making appropriate recommendations to rectify them.

• Ensure up to date and accurate maintenance of all critical information including CRM, contact management, record keeping, call reports and sales pipeline.

What do you need to succeed?

Must-have

• Proven experience in Wealth Management in an Associate or Administration role or similar.

• Business and relationship development skills.

• Experience working within a matrix organisation, managing internal relationships and influencing partners.

• Knowledge of business sectors, market trends and financial products.

Nice-to-have

• Desire to complete professional qualifications.

• Experience working with Multi-family offices would be advantageous though not essential

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.

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.

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

100 BISHOPSGATE:LONDON London United Kingdom 35 Full time WEALTH MANAGEMENT Regular Salaried 2025-07-18 2025-08-01

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.