RBC

Business Development, Sales Support

RBC

full-time

Posted on:

Location Type: Hybrid

Location: London • United Kingdom

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About the role

  • To proactively make calls, send emails and manage outbound campaigns and appropriate inbound enquiries from Advisers.
  • To ensure all key Adviser data and activity is captured and updated on our internal systems.
  • To act as a liaison between BDMs, Advisers and Investment Managers.
  • To attend Adviser meetings with BDMs ensuring all required documentation is prepared in advance, together with any logistical planning.
  • To research Adviser firms, including the use of Financial Clarity data, Linkedin, websites, etc.
  • Undertake regular strategy meetings with BDMs to plan, discuss and organise activities.
  • Co-ordination of the distribution of regular communications to Advisers.
  • External and internal event planning and organisation with attendance when required.
  • To identify new sales opportunities and pass these through to the Sales team.
  • To support all new IFA relationships and assist with account opening and ongoing servicing.
  • To support the BDMs and in turn, the channel with business retention.
  • To provide consistent delivery and good client outcomes in accordance with RBC BD values, policies and regulatory requirements.

Requirements

  • Proven experience of working within a sales team and good working knowledge of the Adviser market.
  • Experience using Financial Clarity and FE Analytics (or equivalent) and MS Excel.
  • Professional industry qualifications or working towards CII or CISI.
  • Excellent written and oral communication skills.
Benefits
  • 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
Applicant Tracking System Keywords

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

Hard Skills & Tools
Financial ClarityFE AnalyticsMS Excel
Soft Skills
communicationliaisonorganisationplanningclient outcomes
Certifications
CIICISI