Portfolio Management Assistant

RBC Brewin Dolphin; Exeter; In loco; GBP 30.000 - 40.000; Tempo pieno

Descrizione del lavoro

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

The role offers exposure to asset allocation and portfolio construction, with offices on-site in Exeter and some flexibility for remote work up to 1 day per week.

Competenze

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

Mansioni

• Support Portfolio/Wealth Managers in portfolio proposals, reviews and client administration.
• Execute trades on instruction from a Portfolio Manager or Wealth Manager.
• Complete work according to procedures and standards.
• Collate and verify information for accuracy.
• Assist in preparation for new client meetings.
• Support business development through correct client processes.
• Assist team members and collaborate with colleagues.

Conoscenze

Portfolio management understanding

Numerical skills

Communication skills

Strumenti

Office tools

Sales systems

CRM systems

Descrizione del lavoro

Job Description

What is the opportunity?

We have an excellent opportunity for a Portfolio Management Assistant to join our Exeter office on a permanent basis. In this role, you’ll gain comprehensive experience across the full wealth management lifecycle. Your responsibilities will span portfolio development, client review processes, trade execution and business development. This opportunity provides an excellent foundation to develop specialised knowledge in asset allocation, security selection and portfolio construction, while build your expertise in wealth management operations.

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?

• 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.

What do you need to succeed?

Must-have

• An understanding of portfolio management and client advice processes.


• Strong numerical skills.


• Clear and concise communication skills.


• undefined

Nice-to-have

• Exposure to portfolio management


• 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.

Job Skills

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

Address: VANTAGE POINT, WOODWATER PARK, PYNES HILL:EXETER

City: Exeter

Country: United Kingdom

Work hours/week: 35

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-10-27

Application Deadline: 2026-11-10

Note

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