Portfolio Management Assistant

RBC Brewin Dolphin; Cardiff; Hybrid; GBP 28,000 - 38,000; Full time

Job summary

RBC Group in Cardiff is seeking a Portfolio Management Assistant on a permanent basis. You will gain hands-on experience across the wealth management lifecycle, from portfolio proposals to trade execution, in a collaborative office environment.

The role includes assisting portfolio managers, preparing client meetings, and supporting business development while adhering to procedures. Some remote flexibility up to one day per week is available.

Qualifications

• Customer service experience in financial services or wealth management
• Attention to detail and accuracy
• Strong numerical skills
• Clear and concise communication
• undefined

Responsibilities

• Develop knowledge of Wealth Management and the Financial Services sector.
• Support Portfolio Manager(s) and Wealth Manager(s) in portfolio proposals, reviews and client administration.
• Execute trades on instruction from Portfolio/Wealth Manager(s).
• Complete work according to procedures and standards.
• Collate and verify information and work.
• Assist in preparation for a new client meeting.
• Support business development through correct application of client processes.
• Assist team members and collaborate with colleagues.

Skills

Customer Service Management

Interpersonal Relationship Management

Office Tools

Product Knowledge

Product Services

Sales

Sales Activities

Sales Support

Sales Systems

Teamwork

Education

A-level or equivalent

Degree educated

Job description

What is the opportunity?

We have an excellent opportunity for a Portfolio Management Assistant to join our Cardiff office on a permanent basis.

Job Description

In this role you’ll gain hands-on experience across the full wealth management lifecycle – from portfolio proposals and client reviews to trade execution and business development. This is a great opportunity to develop deep expertise in asset allocation, stock selection and client portfolio composition, while building a strong foundation in Wealth Management.

RBC’s expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely.

What will you do?

• Develop your knowledge of Wealth Management, the wider business offering and the Financial Services sector.
• Support the Portfolio Manager(s) and Wealth Manager(s) in production of portfolio proposals, reviews and associated client administration.
• Execute trades on instruction from CP 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.
• Assists in preparation for a new client meeting.
• Supports business development through correct application of client processes and procedures.
• Assists team members as required and works effectively with colleagues.

What do you need to succeed?

Must-have

• An understanding of portfolio management, client advice processes and industry knowledge.
• Accuracy and attention to detail.
• Strong numerical skills.
• Clear and concise communication skills.
• undefined

Nice-to-have

• Minimal experience in Wealth Management.
• A-level (or equivalent) or degree educated.
• Maintains up to date knowledge of the market and regulation changes.

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

Customer Service Management, Interpersonal Relationship Management, Office Tools, Product Knowledge, Product Services, Sales, Sales Activities, Sales Support, Sales Systems, Teamwork

Additional Job Details

• Address: 2 CENTRAL SQUARE:CARDIFF
• City: Cardiff
• Country: United Kingdom
• Work hours/week: 35
• Employment Type: Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2026-10-15
• Application Deadline: 2026-10-29
• Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.