Bronson P.

Observer
DISC Type : ic

Senior Associate - RBC Private Wealth at RBC Wealth Management

London Area, United Kingdom

Overview

Bronson P. is a Senior Associate at RBC Private Wealth, having been recently promoted into the role. His expertise is grounded in his background at Julius Baer, where he specialized in business assurance, client due diligence, and ensuring compliance with MiFID requirements. He holds Level 4 IAD certifications.

He is an ambitious professional who recently celebrated his promotion to Senior Associate, indicating a focus on career growth and development within the wealth management sector.

He holds dual Level 4 certifications in "Investment, Risk & Taxation" and "UK Regulations & Professional Integrity. "

Personality Overview

Assertive

Value Driven

Curious

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are generally strong communicators and are not easy to convince. They ask a lot of questions and rely heavily on information and collaterals.

Topics They Care About

Wealth Management
He works as a Senior Associate in the Private Wealth division of RBC Wealth Management, focusing on client assets and services.
Regulatory Compliance
His experience at Julius Baer involved ensuring front office teams complied with MiFID requirements and monitoring client due diligence.
Investment & Risk
Holds a Level 4 IAD certification specifically in "Investment, Risk & Taxation, " showing a deep, certified knowledge of the subject.

Media Appearances

Bronson has no verified media appearances

Work History

1-2025
Senior Associate - RBC Private Wealth at RBC Wealth Management
3-2021 - 12-2024
Associate at RBC Wealth Management
11-2020 - 1-2021
Middle Office Operational Support at Julius Baer
3-2020 - 8-2020
Business Assurance Specialist at Julius Baer
12-2018 - 2-2020
Assistant Relationship Manager at Julius Baer

Education

2015 - 2018
Level 3 from Harris Academy South Norwood
2013 - 2015
Education details unavailable from Harris Academy Merton

More Information

Social Presence :

Prographics :

Exp : 7 Location : London Area, United Kingdom Job Level : N/A Designation : Senior Associate - RBC Private Wealth at RBC Wealth Management
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Insights For Selling To Bronson

During A Call Or A Meeting

DO's

  • Build rapport, it will come handy to handle hard questions later
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Share testimonials from known people and give multiple examples of product value

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bronson is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Bronson

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Bronson move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Bronson take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Bronson

Personality Compatibility


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