Job Summary

Job Description

What is the opportunity?

We have an exciting opportunity to join our team in London on a 12-month fixed term contract, as an experienced Senior Business Development Sales Support. The role will provide proactive relationship management and assistance to Business Development Managers, to enhance our growth within the Intermediary market.

What will you do?

To proactively make calls to new and existing Advisers, send emails and manage outbound campaigns and appropriate inbound enquiries from Advisers.

Ensure all key Adviser data and activity is captured and updated on our internal systems.

Act as a liaison between Business Development Managers, Advisers, and Investment Managers.

Attend Adviser meetings when required in virtual and face to face where appropriate. To schedule Adviser meetings with BDMs ensuring all required documentation is prepared in advance, together with any logistical planning.

Undertake regular strategy meetings with BDMs, to plan, discuss and organise activities.

Internal liaison with Compliance to ensure that presentations are completed and available when required.

Co-ordination of the distribution of regular communications to Advisers.

External and internal event planning and organisation with attendance when required - Ad-hoc project work driven by business requirements.

Follow-up of new business calls and literature requests to generate leads for the Sales Team and help better understand our client base.

Identify new sales opportunities and pass these through to the Sales team.

Support all new IFA relationships and assist with account opening and ongoing servicing.

What do you need to succeed?

Must-have

Professional Industry Qualifications or working towards through either the CII/CISI

Experience of working within a sales team, with good working knowledge of the Adviser market.

Experience using Financial Clarity and FE Analytics (or equivalent)

Good knowledge of current key regulatory and financial issues

General knowledge of compliance and risk.

Nice-to-have

Good knowledge of RBC BD investment proposition.

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.

Flexible working options fully supported.

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.

Job Skills

Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities

Additional Job Details

Address:

12 SMITHFIELD STREET:LONDON

City:

London

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Contract (Fixed Term)

Pay Type:

Salaried

Posted Date:

2025-01-07

Application Deadline:

2025-02-04

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 embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.