RBC

Telephone Account Manager

RBC

full-time

Posted on:

Location Type: Hybrid

Location: Tunbridge Wells • United Kingdom

Visit company website

Explore more

✨ AI Apply
Apply

About the role

  • Drive Growth: Develop and execute sales strategies to exceed financial goals while fostering sustainable, profitable relationships.
  • Build Connections: Prospect and onboard new intermediaries, becoming their trusted business consultant.
  • Collaborate & Innovate: Partner with BDMs, Sales Support, and Investment Teams to align on regional goals and deliver exceptional service.
  • Stay Ahead: Keep pace with market trends, regulatory changes, and best practices (like Consumer Duty) to position RBC Brewin Dolphin as an industry leader.
  • Make an Impact: Support seminars, campaigns, and follow-ups to boost brand awareness and market share.

Requirements

  • Must-have Level 4 qualification (e.g., CISI, CII, or equivalent) or as a minimum have made significant progress toward it, demonstrating commitment to professional development.
  • Exceptional relationship management skills—ability to build trust, foster long-term partnerships, and deliver client-centric solutions.
  • Strong communication skills—confident in presenting complex ideas, active listening, and adapting messaging to diverse stakeholders (verbal and written).
  • Technical proficiency—competency in Microsoft Office (Excel, Outlook, PowerPoint, Teams) and ability to learn new systems quickly.
  • Time management and organisational skills—proven ability to prioritize tasks, manage pipelines, and meet deadlines in a fast-paced environment.
  • Adaptability and market awareness—experience navigating regulatory changes, industry trends, and evolving client needs.
  • Collaborative mindset—success in partnering with cross-functional teams (e.g., Sales Support, Investment Teams) to align on shared goals.
  • Problem-solving and consulting skills—ability to act as a trusted advisor, offering tailored solutions to intermediaries.
Benefits
  • A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
  • 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
  • A world-class training program in financial services
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
relationship managementsales strategiesclient-centric solutionsproblem-solvingconsulting
Soft Skills
communicationactive listeningtime managementorganizational skillsadaptabilitycollaborative mindset
Certifications
Level 4 qualificationCISICII