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Assistant Manager, Banking Client Documentation Team

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Brewin Dolphin

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Location:
Jersey , Saint Helier

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Category:
Banking

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

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.

Job Responsibility:

  • Content and 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 and 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.

Requirements:

  • 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.
  • 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 we offer:
  • Comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team

Additional Information:

Job Posted:
May 14, 2026

Expiration:
May 27, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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