RBC Brewin Dolphin
Wealth Management
RegionalStrategicPartnershipExecutive
“Regional Strategic Partnership Executive at RBC Brewin Dolphin. Skills: Business development, Partnership, Relationship building. Develop and execute SPG initiatives aligned with regional and national strategies, tracking results and delivering commercially viable outcomes.. Build and maintain relationships with key Centres of Influence (CoIs) through proactive engagement, networking, and events to drive new business opportunities.”
What You'll Achieve.
Achieve new business targets; Deliver commercially viable outcomes
Industry & Context.
Critical Thinking; Decision Making; Group Problem Solving
What They're Looking For.
Must Have
Excellent communication and interpersonal skills, with proven relationship-building abilities., organisational skills, attention to detail, and ability to manage multiple priorities., Proactive and self-motivated approach with a focus on business development., Proficiency in CRM systems and maintaining accurate records., Ability to work effectively in a team environment., Demonstrated success in a similar business development or partnership role, within financial services / professional services
Nice to Have
Relevant Level 4 qualification (CII or CISI) or equivalent., Experience in wealth management
What You'll Do.
Develop and execute SPG initiatives aligned with regional and national strategies
tracking results and delivering commercially viable outcomes.
Build and maintain relationships with key Centres of Influence (CoIs) through proactive engagement
and events to drive new business opportunities.
Coordinate and monitor referrals
ensuring accurate tracking and timely follow-up on designated systems.
Support direct client engagement and conversion of opportunities alongside Wealth Managers and the regional RSPM team.
Contribute to SPG new business targets
monitoring progress via the pipeline tool and reporting to senior leadership.
Stay informed on market conditions and adapt to regulatory and business changes.
Develop and maintain collateral and external partnerships.
How You'll Work.
Team & Collaboration
Collaborate with offices and functions to develop and execute SPG initiatives.; Foster internal relationships to ensure open communication and collaboration.; Collaborate with Marketing and Business Development teams.; Ability to work effectively in a team environment.
Communication Scope
Excellent communication and interpersonal skills
Process & Methodology
Long Term Planning
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