Business Development Sales Support
RBC
Job Description
What is the opportunity?
We have a fantastic opportunity available for a Sales Support to join our Intermediaries – Business Development division in either London or the South West.
In this role you will provide proactive relationship management with Intermediary firms, assist Business Development functions, to work with the local Brewin Dolphin offices, Investment Managers and contribute to the team delivery of annual AUM growth in the Intermediary market.
RBC’s expectation is that 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?
To proactively make calls, send emails and manage outbound campaigns and appropriate inbound enquiries from Advisers.
To ensure all key Adviser data and activity is captured and updated on our internal systems.
To act as a liaison between BDMs, Advisers and Investment Managers.
To attend Adviser meetings with BDMs ensuring all required documentation is prepared in advance, together with any logistical planning.
To research Adviser firms, including the use of Financial Clarity data, Linkedin, websites, etc.
Undertake regular strategy meetings with BDMs to plan, discuss and organise activities.
Co-ordination of the distribution of regular communications to Advisers.
External and internal event planning and organisation with attendance when required
To identify new sales opportunities and pass these through to the Sales team
To support all new IFA relationships and assist with account opening and ongoing servicing.
To support the BDMs and in turn, the channel with business retention.
To provide consistent delivery and good client outcomes in accordance with RBC BD values, policies and regulatory requirements.
What do you need to succeed?
Must-have
Proven experience of working within a sales team and good working knowledge of the Adviser market.
Experience using Financial Clarity and FE Analytics (or equivalent) and MS Excel.
Professional industry qualifications or working towards CII or CISI.
Excellent written and oral communication skills.
Nice-to-have
Good knowledge of RBC BD investment propositions.
Good knowledge of key regulatory and financial issues.
An understanding and use of internal client data management and record keeping systems.
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.
#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 ManagementAdditional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.
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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.