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.

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.

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

Telephone Account Manager

Key skills