Associate Portfolio Manager

Brewin Dolphin Holdings PLC; London; On-site; GBP 40,000 - 65,000; Full time

Job summary

A leading financial services company is seeking an Associate Portfolio Manager for their London office. The successful candidate will support portfolio management and contribute to construct client portfolios compliant with principles. Ideal for someone with a strong foundation in finance seeking to grow in a collaborative environment.

Benefits

Opportunities for professional development

Dynamic and collaborative team environment

Ability to make a difference in clients' lives

Qualifications

• Broad understanding of portfolio management.
• Maintains up to date knowledge of market and regulation changes.
• Working towards or has attained CISI Level 7 Wealth Management Masters or equivalent is a plus.

Responsibilities

• Assist Portfolio Managers and Wealth Managers in portfolio construction.
• Support Wealth Managers to track funds against client objectives.
• Execute trades on instruction from Management.

Skills

Asset and Liability Management

Cash Management

Financial Statement Analysis

Education

Math’s GCSE or equivalent

Job description

Join to apply for the Associate Portfolio Manager role at RBC Brewin Dolphin

Join to apply for the Associate Portfolio Manager role at RBC Brewin Dolphin

What is the opportunity?

We have an excellent opportunity for an Associate Portfolio Manager to join our London office on a permanent basis.

Job Summary

Job Description

What is the opportunity?

We have an excellent opportunity for an Associate Portfolio Manager to join our London office on a permanent basis.

The team takes responsibility for producing robust portfolio proposals and analytical information in support of colleagues in advisory roles under the supervision of more senior Portfolio Managers and Investment Managers. The right candidate will be professional and enthusiastic, with a willingness to learn and develop.

What will you do?

• Assist Portfolio Managers and Wealth Managers in ensuring portfolios are constructed in compliance with TCF principles.
• Work closely with the Research team to understand their investment guidelines.
• Support Wealth Managers and Portfolio Managers to track funds against client’s objectives and risk profile.
• Execute trades on instruction from Management.
• Support client delivery under the guidance of Management.
• Assist in preparation of review and new client meetings.
• Support senior team members as required to contribute to the completion of tasks in a timely manner and to a high standard.
• Provide guidance to more junior team member.
  
  

What do you need to succeed?

Must-have

• Math’s GCSE or equivalent.
• Broad understanding of portfolio management.
• Maintains up to date knowledge of the market and regulation changes through Continuous Professional development.
  
  

Nice-to-have

• Working towards or attained CISI Level 7 Wealth Management Masters or equivalent.
  
  

What is in it for you?

We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• Leaders who support your development through coaching and managing opportunities.
• Opportunities to work with the best in the field.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.
  
  

Agency Notice

RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

#RBCBD

Job Skills

Asset and Liability Management (ALM), Cash Management, Client Counseling, Competitive Markets, Financial Statement Analysis, Investment Management, Investment Risk, Market Risk, New Challenges, Results-Oriented

Additional Job Details

Address:

12 SMITHFIELD STREET:LONDON

City:

London

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-06-17

Application Deadline:

2025-07-01

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking and Financial Services

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