Aspiring Wealth Manager: Portfolio Support

RBC; Cardiff; Hybrid; GBP 25.000 - 35.000; Vollzeit

Zusammenfassung

RBC in Cardiff is seeking a Portfolio Management Assistant on a permanent basis. You will gain hands-on experience across the full wealth management lifecycle, from portfolio proposals and client reviews to trade execution and business development.

This role offers office-based work with flexibility to work up to one day per week remotely. You will support Portfolio Managers and Wealth Managers, assist in client meetings, and contribute to accurate administration and regulatory awareness.

Qualifikationen

• Understanding of portfolio management and client advice processes.
• Accuracy and attention to detail.
• Strong numerical skills.
• Clear and concise communication.

Aufgaben

• Develop knowledge of Wealth Management and the broader business offering.
• Support Portfolio Managers in portfolio proposals, reviews and client administration.
• Execute trades on instruction from Portfolio/Wealth Manager where appropriate.
• Complete all work according to procedures and standards.
• Collate and verify information and work provided.
• Assist in preparation for a new client meeting.
• Support business development through correct application of client processes.
• Assist team members and collaborate with colleagues.

Kenntnisse

Portfolio management understanding

Attention to detail

Numerical skills

Communication skills

Ausbildung

A-level or equivalent

Jobbeschreibung

RBC in Cardiff is seeking a Portfolio Management Assistant on a permanent basis. You will gain hands-on experience across the full wealth management lifecycle, from portfolio proposals and client reviews to trade execution and business development.

This role offers office-based work with flexibility to work up to one day per week remotely. You will support Portfolio Managers and Wealth Managers, assist in client meetings, and contribute to accurate administration and regulatory awareness.