City of London, England, United Kingdom · Hybrid
Job Description What is the opportunity? We have an exciting opportunity for a Wealth Administrator to join the Wealth Management team in our London office on a permanent basis. The successful candidate will play an inte…
Skills: Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented
City of London, England, United Kingdom · On-site
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City of London, England, United Kingdom · Hybrid
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City of London, England, United Kingdom · Hybrid
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City of London, England, United Kingdom · Hybrid
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City of London, England, United Kingdom · Hybrid
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City of London, England, United Kingdom · Hybrid
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City of London, England, United Kingdom · Hybrid
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Skills: Python, AI-Assisted Development, Prompt Engineering, LLM-Assisted Analysis, Agentic Workflows
City of London, England, United Kingdom · On-site
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City of London, England, United Kingdom · Hybrid
$45k–$55k/yr
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City of London, England, United Kingdom · Hybrid
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City of London, England, United Kingdom · Hybrid
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City of London, England, United Kingdom · Hybrid
As a Senior Underwriter you will be responsible for working within authority limits on assignments reflecting the expert degree of technical complexity and coordination under broad management direction. This position is …
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City of London, England, United Kingdom · On-site
Deputy Company Secretary - Fixed Term Contract (14 months) Department: Governance Employment Type: Fixed Term - Full Time Location: UK - London Reporting To: Company Secretary Description We’re looking for a Deputy Compa…
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City of London, England, United Kingdom · On-site
UK & International Healthcare Underwriter Department: Healthcare & Life Science Employment Type: Permanent - Full Time Location: UK - London Reporting To: Rocky Ruperto Description Thanks to continued growth, our UK & In…
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City of London, England, United Kingdom · Hybrid
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City of London, England, United Kingdom · On-site
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City of London, England, United Kingdom · Hybrid
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City of London, England, United Kingdom · Hybrid
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City of London, England, United Kingdom · On-site
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Skills: Diary Management, Executive Support, Organizational Skills, Time Management, Written Communication
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Provide administrative support to Wealth Managers and Associates to ensure the seamless execution of financial strategies. Responsibilities include processing client documentation, managing asset transfers, and maintaining accurate electronic records.
Candidates must have administrative experience within the discretionary wealth management sector and proficiency in Office 365. Awareness of the MiFID II legislative framework is considered a plus.
We have an exciting opportunity for a Wealth Administrator to join the Wealth Management team in our London office on a permanent basis.
The successful candidate will play an integral role in the day-to-day ongoing administration of client’s accounts. You’ll be pivotal in supporting the delivery of tailored financial planning solutions to clients. This is a fast paced client-centric position where you’ll collaborate with Wealth Managers and Associates to ensure seamless executions of financial strategies while maintaining exceptional administrative precision.
You’ll contribute directly to client financial wellbeing by ensuring accurate and efficient processing of Wealth Management activities.
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.
Communicate with Wealth Managers and their Associates, providing support with administration duties.
Supporting financial planning execution – assisting in implementing financial planning, including asset transfers, ISA subscriptions and portfolio adjustments.
Preparation and processing of all new client documentation and amendments.
Processing of payments clients.
Liaise with colleagues within Business Support regarding administration of client accounts.
Ensure client details and reviews are recorded correctly on systems.
General record keeping and electronic filing.
Adhering to Conduct Risk standards.
Experience in administration within the discretionary wealth management sector
Intermediate knowledge of Office 365 Suite and Outlook essential
Excellent attention to detail
Proactive individual
Awareness of MiFID II legislative framework
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.
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.
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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.
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