Portfolio Management Assistant

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

What is the opportunity?

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

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

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.

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