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RBC Brewin Dolphin – Regional Strategic Partnership Executive
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RBC Brewin Dolphin – Regional Strategic Partnership Executive
Regional Strategic Partnerships Executive (RSPE) – North-East Market
About the Role
The Strategic Partnerships Group (SPG) is a national sales team specialising in working with professional service firms, owners/entrepreneurs, and private clients. Designed to foster deep, relationship-driven connections, the team collaborates across the UK to enhance introductions and engagement with the Wealth Management Europe office network and external partners.
With ambitious targets for the future, RBC Group is seeking a proactive, relationship-focussed sales professional to drive growth in the North-East region as Regional Strategic Partnerships Executive.
- Reporting to the Director, Regional Strategic Partnerships and Regional Strategic Partnerships Managers (RSPMs)
- A 4-day office-based role in Newcastle
- Permanent, full-time position
This pivotal sales role requires hands-on collaboration with internal and external stakeholders, including Centres of Influence (CoIs) (e.g., accountants, lawyers, financial planners), to execute SPG initiatives and secure new business opportunities.
Ideal candidates are:
- Professional, self-motivated
- Experienced in sales and business development
- Proven record of relationship-building
Responsibilities
You will play a key role in delivering SPG’s regional strategy:
-
Strategy and Execution
- Collaborate with offices/teams to develop regional and national SPG initiatives
- Ensure execution aligns with commercially viable outcomes and target goals
-
Relationship Development
- Build and nurture relationships with Centres of Influence (CoIs) through proactive outreach, networking, and events
- Facilitate connections with Wealth Management teams to drive cross-selling opportunities
-
Client & Opportunity Management
- Track and manage referrals via designated systems, ensuring timely follow-ups
- Convert opportunities into new business alongside Wealth Managers and RSPM teams
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-
业务增量与跟踪
- Monitor progress against SPG new business targets through the pipeline tool
- Provide proactive updates to senior leadership on pipeline health
-
酬酬团结与合作
- Maintain strong internal relationships to promote effective collaboration and communication
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市场 & 强制遵规
- Stay abreast of regulatory changes and business developments impacting the market
- Adapt practices to maintain compliance and effectiveness
-
**输卖会 & 协会 }
- Work with Marketing and Business Development teams to develop/maintain collateral and partnership agreements
Requirements
Must-Have
- Exceptional communication, interpersonal, and relationship-building skills
- Strong ** organisational skills** and ability to manage multiple priorities with meticulous attention to detail
- Proactive self-motivation, with a business development mindset
- Proficiency in CRM systems and maintaining accurate records
- Proven track record in a similar role within financial services, professional services, or wealth management
- Ability to work effectively in a collaborative team environment
Nice-to-Have
- Relevant Level 4 qualification (CII or CISI) or equivalent
- Hands-on experience in wealth management or advisory roles
Benefits
- Exclusive Total Rewards Program: Competitive salary + bonuses and practical flexible benefits.
- Flexible rewards, tailored to your needs.
- Leadership commitment to professional development, providing continuous coaching and training opportunities.
- Work alongside industry leaders in a dynamic, supportive team culture.
- Potential to make a lasting impact on client success and community welfare.
- Partner with high performers across RBC’s world-class wealth management teams.
- Investment in skill-building: Access to RBC’s in-house training programs in financial services.
- Core RBC values: Client First, Integrity, Collaboration, Respect, and Excellence
- A diverse, inclusive team environment driving shared success and community impact.
- Examples of RBC’s community initiatives:
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About RBC Group
Redeeming Bank of Canada (Canada's biggest bank), RBC is thriving globally with 84,000+ employees, serving clients across Canada, America, and 34 other countries. Clients: 16 million (over 21M with RBC Advantage, RBC Select etc). Our core values (One RBC principles) center around innovation, collaboration, diversity, and community contribution.
Inclusion and a supportive workplace are foundational to RBC’s vision of exceptional service：
“Our success is rooted in teamwork – everyone achieving together”.
Application Details
- Work location: 32 Gallowgate, Newcastle
- Hours: 35/week
- Employment type: Full-time
- Application deadline: July 7, 2026, at 11:59 PM
To apply:
- Visit: jobs.rbc.com
- Note: RBC does not accept agency resumes. Interested candidates are asked to apply directly.
Futher Information & Values
- RBC in our Communities
- [RBC Mission & Career Purpose update]: Expand lives. Grow economies. Enrich communities.
About Agency & Resumes
Before heeding [RBC Group Terms] regarding agency recruits and fees, only pre-agreed agencies from CBC’s qualified partners may submit resumes through our approved platform. Unwarranted submissions shall be disregarded by RBC recruiters. Please contact RBC Recruitment for further queries.
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