Job Description

What is the opportunity?
We have an exciting opportunity for an Associate, Wealth Management to join the team in Newcastle. The Associate will assist with the day-to-day administration for the team, completing a range of administration tasks as requested to support team activities.
A key part of the role would entail aspects such as support to the wealth managers, digital adoption, actively developing subject knowledge on wealth management, client advise processes and industry.
RBC's expectation is that from September 2025, 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?
Assist, support, and work under supervision of a senior wealth colleague.
Collates and verifies the accuracy of the information and work provided.
Support wealth colleagues with all aspects of client support and assist in preparation of reviews and client documentation.
Developing knowledge on breadth of investment, lending, cash, and trust solutions and begins to build knowledge through exposure to client support.
Information giver: providing client with information and not advice.
Supports business development through correct application of client processes and procedures.
Aware of the office business plans and develops understanding to supports the team in achieving overall objectives.
Complete all works according to procedure and standards.
What do you need to succeed?
Must-have
Minimal experience required
Accuracy, numeracy, attention to detail.
Clear and concise communication skills - oral and written.
Ability to meet deadlines/work within restricted timescales.
Flexible and reliable team member.
Ability to work on own initiative to achieve required results.
Collaborative and inclusive approach to work.
Nice-to-have
Previous administration experience within financial services.
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 resumes. Please do not forward resumes 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 resumes. 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 Management
Additional Job Details
Address: 32 GALLOWGATE:NEWCASTLE UPON TYNE
City: Newcastle Upon Tyne
Country: United Kingdom
Work hours/week: 35
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: 2025-10-01
Application Deadline: 2025-10-28
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.
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Skills Required