Rbc

Wealth Management

AssistantManager,BankingClientDocumentationTeam

Saint Helier, Jersey FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“Assistant Manager, Banking Client Documentation Team at Rbc. Skills: client-focused documentation, compliance, communications, regulatory frameworks, writing and editing skills, Project coordination, stakeholder management. Refine and update product literature (e. g., application forms, terms, factsheets) to ensure clarity and compliance. Lead the creation of new client materials that reflect our commitment to quality”

What You'll Achieve.

Ensuring we meet regulatory standards while delivering exceptional service; stay ahead of compliance requirements; ensure clarity and compliance; reflect our commitment to quality; streamline templates for efficiency; keep our operations airtight; deliver cross-departmental projects; ensuring alignment and smooth execution; client excellence

Industry & Context.

Wealth Management
Problems you'll solve

Group Problem Solving

Eligibility Requirements

Discretion with sensitive information

What They're Looking For.

Must Have

Proven experience in financial services documentation, compliance, or communications, grasp of regulatory frameworks (e.g., Consumer Duty, PSD2), Exceptional writing and editing skills, Project coordination and stakeholder management prowess, Discretion with sensitive information

Nice to Have

Professional qualifications in compliance, legal, or financial services, Familiarity with wealth management or banking products, A knack for workflow optimization and process improvement

What You'll Do.

Refine and update product literature (e. g.

factsheets) to ensure clarity and compliance

Lead the creation of new client materials that reflect our commitment to quality

client-friendly communications (regulatory updates

product changes) and streamline templates for efficiency

Coordinate mass mailings and approvals seamlessly

Ensure fair value assessments and adherence to regulations like PSD2

Spot risks early and keep our operations airtight

Collaborate across teams to deliver cross-departmental projects

Engage with Compliance

and operational teams in approval forums

ensuring alignment and smooth execution

How You'll Work.

Team & Collaboration

collaborating across teams to deliver cross-departmental projects; Engage with Compliance, Legal, Marketing, and operational teams in approval forums, ensuring alignment and smooth execution; working together to deliver trusted advice; collaborative, progressive, and high-performing team

Communication Scope

client-focused communications; clear, client-friendly communications; writing and editing skills; turning complex info into clear, compliant materials

Process & Methodology

Project coordination

Full Job Description

**_Job Description_** **What is the opportunity?** ## We’re looking for a talented **Assistant Manager** to join our **Wealth Management Banking, Credit, and Custody team.** This role is perfect for someone passionate about **client-focused documentation, communications, and compliance with regulations.** Ensuring we meet regulatory standards while delivering exceptional service aligned with **RBC’s values**. ## **What you will do?** You’ll be at the heart of **client engagement and regulatory integrity** , shaping how we communicate with our clients and ensuring we stay ahead of compliance requirements. Here’s how you’ll make an impact: * **Content & Documentation Support** – Refine and update **product literature** (e.g., application forms, terms, factsheets) to ensure clarity and compliance. Lead the creation of **new client materials** that reflect our commitment to quality. * **Communication Support** – Draft **clear, client-friendly communications** (regulatory updates, product changes) and streamline templates for efficiency. Coordinate **mass mailings** and approvals seamlessly. * **Compliance & Governance** – Be our **Consumer Duty champion** , ensuring fair value assessments and adherence to regulations like **PSD2**. Spot risks early and keep our operations airtight. * **Operational Excellence** – Maintain **workflows, procedures, and records** , while collaborating across teams to deliver **cross-departmental projects**. * **Stakeholder Collaboration** – Engage with **Compliance, Legal, Marketing, and operational teams** in approval forums, ensuring alignment and smooth execution. ## **What do you need to succeed?** **Must-Have** * Proven experience in **financial services documentation, compliance, or communications**. * Strong grasp of **regulatory frameworks** (e.g., Consumer Duty, PSD2). * Exceptional **writing and editing skills** —turning complex info into clear, compliant materials. * **Project coordination** and **stakeholder management** prowess

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