Key skills
AnalyticsLeadershipCommunicationPresentation SkillsAccount ManagementSales
About this role
Role Overview
- Develop and grow key accounts through tailored solutions, ensuring sustainable business inflows and long-term partnerships.
- Develop and deliver strategies for national and network accounts and work with the wider sales team to deliver against RBC Brewin Dolphin’s strategic initiatives across existing and new relationships.
- Partner with Legal, Compliance, and Intermediaries teams to establish robust frameworks for National, Network and Consolidator account management.
- Represent RBC Brewin Dolphin at industry events, presenting to advisers and professionals while staying ahead of regulatory and market trends.
- Work with our Data Analytics team to maintain relationship databases and share insights that elevate client engagement.
- Collaborate with Marketing, Business Development, and Senior Leadership to align strategies and deliver innovative solutions.
Requirements
- Strong awareness of the UK Intermediary market
- Proven sales success in a regional KAM or BDM role, with a track record of exceeding targets and driving business growth.
- Exceptional relationship management skills—ability to build trust, foster long-term partnerships, and deliver client-centric solutions.
- Presentation skills and experience presenting to groups of advisers is key
- Strong communication skills—confident in presenting complex ideas, active listening, and adapting messaging to diverse stakeholders (verbal and written).
- Adaptability and market awareness—experience navigating regulatory changes, industry trends, and evolving client needs.
- Level 4 relevant qualification e.g. CISI, CII or equivalent.
- Working towards, or obtained Level 6 qualification.
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.