Senior Wealth Administrator (RBC Brewin Dolphin)
Core
Manage complex client portfolios, high-net-worth structures, and sophisticated financial planning cases while driving process improvements.
Role type
Senior Wealth Administrator (IC with mentoring responsibilities)
Builds
Client portfolios and financial planning arrangements
Domain
Wealth Management / Financial Services
Required skills
Complex portfolio management, High-net-worth client administration, Multi-jurisdictional wealth structures, Financial planning products knowledge, MS Office proficiency (Teams, Word, Excel, Outlook), Process improvement, Mentoring/Coaching
Responsibilities
Manage sophisticated client documentation and amendments, Process product subscriptions and complex client arrangements, Maintain accurate client records and ensure compliance, Mentor and develop Wealth Administrators, Champion best practice standards and drive process improvements, Build relationships with colleagues, clients, and external providers