R

Royal Bank of Canada

Global banking, wealth management, and insurance

Wealth Administrator

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeLondon, UKNo salary listed

About the Job

Requirements

  • Intermediate knowledge of the Office 365 suite and Outlook.
  • Experience in administration within the discretionary wealth management sector is preferred.
  • Experience with Xplan as a customer relationship management system is preferred.
  • Awareness of the MiFID II legislative framework is preferred.

Responsibilities

  • Communicate with Wealth Managers and their Associates, providing support with administration duties.
  • Prepare and process all new client documentation and amendments.
  • Monitor transfers of assets and cash from other institutions.
  • Support ISA subscriptions and transfers.
  • Process payments for clients.
  • Liaise with colleagues within Business Support regarding administration of client accounts.
  • Ensure client details and reviews are recorded correctly on systems.
  • Adhere to Conduct Risk standards.

Desired Qualifications

  • Experience in administration within the discretionary wealth management sector.
  • Experience with Xplan as a customer relationship management system.
  • Awareness of the MiFID II legislative framework.

About the Company

Royal Bank of Canada

Global banking, wealth management, and insurance

What does RBC do? It provides a wide range of financial services including personal and commercial banking, wealth management, insurance, investor services, and capital markets to clients in Canada, the United States, and 27 other countries. How do its products work? It earns revenue from loans, mortgages, investment products, and advisory services, and uses technology to deliver a seamless client experience across a diversified set of financial services, with an emphasis on digital tools and customer service. How is RBC different from competitors? It combines scale and global reach with a principles-led culture, a strong focus on community impact, and a large, diverse workforce (94,000+ employees) to drive client outcomes and continuous innovation. What is RBC’s goal? To help clients prosper and communities thrive by delivering reliable financial solutions and services while adapting to changing needs and maintaining leadership in the financial sector.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1864

Recently Posted Jobs

Explore more opportunities at Royal Bank of Canada

See more jobs