Associate, Wealth Management (12 Month Fixed Term Contract)
Royal Bank of Canada
Manchester, United Kingdom
Client liaison and support
Diary management and correspondence
Meeting preparation and follow up
The Associate Wealth Management plays a key support role within the Wealth Management team, working closely with Senior Advisers to deliver high-quality, personalised service to clients
Job Summary
The Associate Wealth Management plays a key support role within the Wealth Management team, working closely with Senior Advisers to deliver high-quality, personalised service to clients.
This is a client facing, detail-oriented position requiring excellent organisational skills, discretion and a strong service mindset.
Leaders support your development through coaching and managing opportunities in a dynamic, collaborative, progressive, and high-performing team.
Matching Summary
The Associate Wealth Management plays a key support role within the Wealth Management team, working closely with Senior Advisers to deliver high-quality, personalised service to clients.
Skills & Requirements
Must-have
Client liaison and support
Diary management and correspondence
Meeting preparation and follow up
Operational and administrative support
Proficiency in Microsoft Office
High level of discretion and professionalism
Nice-to-have
Experience in wealth management
Knowledge of investment products
Supporting senior stakeholders
Proactive and solutions-focused
Strong interpersonal skills
Collaborative mindset
Key Requirements
Strong organisational and time management skills
Confident communicator with client-focused approach
Ability to manage multiple priorities under pressure
Experience or interest in professional qualifications
Experience supporting senior or client-facing professionals