Job Summary Job Description What is the opportunity?
This is a great opportunity to join our team in Dublin and be part of our exciting plans to continue growing our business.
RBC Brewin Dolphin specialise in providing clients with investment and financial planning advice.
Wealth Governance provide control and monitoring activities which are designed to support the Wealth Governance framework, maintain standards, and ensure fair client outcomes.
Within the Wealth Governance Team, you will be supporting Front Office in delivering investment services to our clients, ensuring adherence to RBC Brewin Dolphin policies and procedures and relevant regulatory requirements.
What will you do?
Assist in the performance of regular Wealth Governance monitoring and reviews.
Review the effectiveness of controls to help identify opportunities for improvement.
Assist in the preparation of client communications, particularly in relation to client service reviews, for the IM to review and sign off.
This must be carried out to a very high standard.
Maintenance and distribution of Management Information.
Work closely with Investment Managers and IM Support Teams.
Assist in the preparation of reports for various internal stakeholders and Committees.
Develop a knowledge of Investment Management, the wider business offering and the Financial Services sector.
Support business development through correct application of processes and procedures.
Assist team members as required and work effectively with colleagues.
Understand and comply with all CBI/regulatory obligations and principles applying to the role.
What do you need to succeed?
Must-have Experience in financial services.
Attained relevant degree qualification or equivalent - Business or Finance qualification.
Ability to take initiative and suggest solutions.
Ability to communicate with colleagues and develop and maintain effective working relationships.
Previous administration or monitoring experience.
Intermediate knowledge of MS packages.
Ability to meet deadlines/work within restricted timescales.
Nice-to-have Previous governance/monitoring administration 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.
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.
Flexible working options fully supported.
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 additio nal details.
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: 1 SHELBOURNE ROAD:DUBLIN City: Dublin Country: Ireland Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2024-12-20 Application Deadline: 2025-01-24 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At RBC, we embrace diversity and inclusion for innovation and growth.
We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.
We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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Please let us know if you need any accommodations during the recruitment process.
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