Job Description

RBC Brewin Dolphin is one of the UK\'s leading independent providers of discretionary wealth management. We offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds.

We specialise in helping clients protect and grow their wealth by creating financial plans and investment portfolios that meet personal and professional ambitions and aspirations. Our services range from bespoke, discretionary investment management to retirement planning and tax-efficient investing.

About this opportunity

As part of a successful Intermediary team you will be responsible for working with the Investment Managers to promote our Discretionary Fund Management and MPS services to Intermediaries in Scotland based in our Edinburgh office

You will be able to understand fully, and be able to demonstrate to intermediaries, RBC Brewin Dolphin\'s proposition objectives.

Responsibilities include

Maintain an ongoing and suitable business plan to achieve and exceed financial objectives.

Continuously build and establish new intermediary firm relationships across your region.

Develop and maintain efficient relationships with intermediaries to produce sustainable, profitable business.

Build strong working relationships with BDM and Sales Support colleagues to help them reach their personal, business and corporate targets.

Build and maintain strong working relationships with Intermediary IM Teams to create an open environment for good communication.

Organise events, hospitality within Brewin Dolphin guidelines, seminars and other activities designed to increase Brewin Dolphin\'s support from and awareness with intermediaries.

Maintain an awareness of market conditions and be flexible and able to adapt to business and regulatory changes.

Deliver in excess of your new business target annually

Skills/Qualifications/Experience

We would expect the successful candidate to be able to demonstrate strong relationship Management and sales and marketing skills. Coupled with the technical market expertise equivalent to Level 4 diploma

All candidates should be able to demonstrate examples of our core values

Genuine - Shows empathy and understanding for the needs of clients and colleagues. Team worker demonstrating trust, respect, and integrity.

Expert - Applies skills and knowledge to achieve objectives and makes the complex simple. Brings together the right people and grows expertise to get the best results for clients. Seeks continuous improvement.

Ambitious - Works hard to be at their best. Embraces change for the better. Strives to do the best for clients and colleagues

Our Application Process

Our selection process is designed to measure the skills for success, as well as to provide you with an understanding of the role and our company. You will have plenty of opportunity to ask questions throughout the process. This will include: * Online Application - including submitting your CV and optional cover letter to outline interests and motives.

• Initial 20min coffee/online chat with Graem Bowden, Regional Sales Manager
• 45 minute interview with Graeme and another team member from Sales
• Final stage will be a 90 minute interview including a presentation (subject to be provided) and competency based questions, this will be with Graeme, Anthony Champion, Head of Intermediaries and another Senior team member. (candidates who progress to this stage will be asked to provide a copy of their P60 and latest review.

RBC Brewin Dolphin is proud to be an equal opportunity employer. We are committed to recruiting and developing a diverse workforce, inclusive of race, religion, age, gender, sexual orientation and disability. If you have requirements in relation to accessibility or mobility during the recruitment process, please let us know and we will do our best to make suitable adjustments.

To apply for this role, please click the \xe2\x80\x9cApply\xe2\x80\x9d button below. The closing date for applications is 24/09/2023. Some of our vacancies receive high numbers of applications and we may decide to close this sooner, so we would encourage you to apply as early as possible.

Brewin Dolphin