Hybrid Portfolio Management Assistant | Wealth

RBC Brewin Dolphin; Exeter; Hybride; GBP 26 000 - 38 000; Plein temps

Résumé du poste

RBC Brewin Dolphin in Exeter is seeking a Portfolio Management Assistant to join our Wealth Management team on a permanent basis. You will gain hands-on experience across the full wealth management lifecycle, supporting portfolio development, client reviews, and trade execution.

The role provides an opportunity to deepen knowledge in asset allocation and portfolio construction while collaborating with colleagues in a dynamic, office-based environment with limited remote flexibility.

Qualifications

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

Responsabilités

• Support the Portfolio Managers and Wealth Managers in the production of portfolio proposals, reviews and associated client administration.
• Execute trades on instruction from a Portfolio Manager or Wealth Manager, where appropriate.
• Completes all work according to procedures and standards.
• Collates and verifies the accuracy of information and work provided.
• Assist in preparation for new client meetings.
• Supports business development through correct application of client processes and procedures.
• Assists team members as required and works effectively with colleagues.

Connaissances

Portfolio management

Numerical skills

Communication skills

Description du poste

RBC Brewin Dolphin in Exeter is seeking a Portfolio Management Assistant to join our Wealth Management team on a permanent basis. You will gain hands-on experience across the full wealth management lifecycle, supporting portfolio development, client reviews, and trade execution.

The role provides an opportunity to deepen knowledge in asset allocation and portfolio construction while collaborating with colleagues in a dynamic, office-based environment with limited remote flexibility.