Jobs at RBFCU Wealth Management

Lead data analysis and modeling efforts, managing large datasets, and translating insights into actionable business knowledge while providing analytical thought leadership.

Support the Active ETF Business Development team by handling client queries, creating and updating ETF marketing and product materials, coordinating trading and operations, analysing market and competitor trends, and supporting sales tracking. Build technical ETF knowledge and gradually engage directly with clients at meetings and events to help grow assets under management.

Lead end-to-end planning and execution of marketing campaigns, coordinating internal Brand/Creative teams and external agencies. Translate strategy into executable plans, manage schedules, budgets, tracking, reporting, and optimization. Coach and mentor producers, ensure brand alignment, scalability of processes, and delivery of customer-focused marketing outcomes.

Lead the payroll strategy for EMEA, APAC, and India, ensuring compliance and managing a team while overseeing vendor relationships and payroll processes.

Provide legal support to EMEA Real Estate within Alternatives: advise on structuring, launching and restructuring funds, draft and negotiate fund and service contracts, support governance and regulatory matters across UK and Europe, collaborate with portfolio managers, tax, finance and operations, supervise secondee trainee, and contribute to General Counsel Organisation priorities including responsible use of technology (eg. AI). Role operates in a hybrid legal model with strong business-facing collaboration and in-office presence.

The Coverage Analyst will oversee internal investment strategies, engaging with investment teams, monitoring performance, and supporting client interactions. The role requires strong analytical skills and collaboration with various teams to improve investment processes and client outcomes.

Perform fundamental research and credit analysis on emerging market sovereign and quasi-sovereign issuers, generate relative performance ratings and investment recommendations, collaborate with analysts and portfolio managers, contribute thematic research, support client communications, and produce occasional external thought leadership.

Lead the Enterprise Technology Resilience programme across EMEA/APAC, coordinate incident response, drive resilience testing and improvements, translate regulatory findings into remediation, partner with business and technology stakeholders, and report resilience posture to senior leadership.

Provide legal advice and support to the Institutional business across EMEA, drafting, reviewing and negotiating Investment Management Agreements, intra-group and distribution agreements, managing external counsel, advising on regulatory and fund-structure developments, and supporting UK and offshore pooled products including LDI and unit-linked products.

Manage portfolios in Systematic Strategies, conduct risk monitoring, collaborate on quantitative improvements, and support marketing and client communication efforts.

The Financial Analyst will support business finance activities, focusing on forecasting, financial analysis, variance analysis, and creating insightful financial reports while collaborating with the finance team and enhancing business understanding of financial data.

This role leads product development and change for the UK market, managing fund lifecycles, ensuring regulatory compliance, and coaching junior team members.

The Business Development Manager will lead sales activities targeting UK intermediaries, manage client accounts, and seek new opportunities while maintaining existing relationships.

The Client Liaison Analyst supports a boutique client service, providing analysis, reporting, and coordination of client contributions, while collaborating with stakeholders.