What is the opportunity?

The Client Management Senior Associate will provide expertise by acting as a point of contact to clients, with a specific focus on business owners and entrepreneurs. You will assist in the planning and implementation of the full RBC Private Wealth service offering for clients and assist the day-to-day functional/administrative support of the clients’ portfolios, overseeing the coordination of investment dealing, banking and administration requirements.

We are looking for someone with previous experience in a similar role, who is professional and comfortable dealing with clients, senior management, and administrative staff. You must have knowledge of business sectors, market trends, financial products and services to effectively communicate with and gain the confidence of clientele.

What will you do?

• Provide clients with a trusted and professional point of contact for matters relating to their financial affairs

• Identify and contribute towards proactive client contact strategies based on individual client preferences

  Provide ongoing review and update of client strategy and action plan, as appropriate

• Act as the first line of defence relating to various activities and ensuring any associated requests are dealt with in a compliant manner.

• Acting as a point of escalation to resolve issues where required and escalating and reporting all risk events

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

• Developing relationships and liaising regularly with business partners / product specialists;

• Support the Client Management Associate Directors by providing timely feedback about team matters / training needs to enhance and support client service; supporting Business Management by identifying inefficiencies to internal processes and making appropriate recommendations to rectify them

• Ensure compliance with all jurisdictional regulations, specifically those related to client confidentiality, Know Your Client, suitability, account opening documentation and verification of client instructions.

• Identify opportunities to engage, refer to and collaborate with colleagues across the specialist groups to provide sophisticated, bespoke client solutions.

• Oversee the successful training and development of new Associates and help co-ordinate the smooth day to day operation of the Client Team.

What do you need to succeed?

Must have

• Proven experience in a similar role within private banking

• Polished client service skills.

• Ability to create lasting relationships with clients.

• Desire to complete professional qualification.

• Experience working within a matrix organization.

Nice to have

• Previous business development 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.

Job Skills

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

Additional Job Details

100 BISHOPSGATE:LONDONLondonUnited Kingdom35Full timeWEALTH MANAGEMENTRegularSalaried2025-05-272025-06-10

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.