RBC Brewin Dolphin, Telephone Account Manager

What is the opportunity?

We’re seeking two talented Telephone Account Managers (TAMs) to join our thriving Intermediaries department—a fast-growing channel managing over £25bn in assets and driving innovation at RBC Brewin Dolphin.

As a TAM, you’ll be at the forefront of our success, working closely with local offices, Investment Managers, and Business Development Managers to promote our cutting-edge solutions: Discretionary Fund Management, MPS services, and Voyager (Unitised solutions). You will build lasting partnerships with intermediaries, uncover new business opportunities, and contribute to our ambitious asset growth targets.

We’re looking for someone with proven sales success in a phone-based/remote sales role within financial services, with a track record of exceeding targets and driving business growth.

RBC’s expectation is that from mid-September 2025, all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.

What will you do?
 

• 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.

What do you need to succeed?

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.

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.

• 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.

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.

#RBCBD

Job Skills

Business Development, Coaching Others, Communication, Customer Acquisition Strategy, Customer Relationship Management (CRM) Strategies, Customer Value Management, Long Term Planning, Negotiation, Perseverance and Follow-Through, Sales Channels, Sales Forecasting

Additional Job Details

16 LONSDALE GARDENS:TUNBRIDGE WELLSTunbridge WellsUnited Kingdom35Full timeWEALTH MANAGEMENTRegularSalaried2026-03-182026-04-01

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.