RBC Brewin Dolphin - Portfolio Manager

RBC Brewin Dolphin; London; On-site; GBP 60,000 - 90,000; Full time

Job summary

A leading financial services firm is seeking an experienced Portfolio Manager for its London office. The successful candidate will analyze client portfolios, engage with clients, and ensure compliance with regulations. This role offers a dynamic environment with opportunities for growth and development, supported by a comprehensive rewards program.

Benefits

Comprehensive Total Rewards Program

Supportive leadership with coaching opportunities

Flexible working options

World-class training in financial services

Qualifications

• In-depth knowledge of portfolio management.
• Understanding of financial markets and regulatory requirements.
• Strong Excel skills for maintaining investment models.

Responsibilities

• Analyze clients’ aims and needs to construct solutions.
• Monitor and review portfolios regularly, suggesting changes.
• Build rapport and interact effectively with clients.

Skills

Portfolio management

Financial markets understanding

Risk management techniques

Strong Excel skills

Excellent presentation skills

Education

CFA qualification

Job description

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What is the opportunity?

We are looking for an experienced Portfolio Manager for our London office. The successful candidate will have experience in stock analysis (US, UK, and European equities), with a strong interest in maintaining deep knowledge of approximately 40 companies. You should have the confidence, gravitas, and ability to discuss company details with clients and prospects.

Job Summary

Job Description

What will you do?

• Analyze clients’ aims and needs to construct solutions and portfolios, communicating effectively with clients directly or via a Wealth Manager.
• Produce high-standard proposals and analytical information to support Wealth Management colleagues with client advice and relationships.
• Monitor and review portfolios regularly, suggesting changes to ensure continued suitability of investments.
• Review, analyze, and make discretionary changes to client portfolios in reaction to market forces or changing client circumstances, utilizing own knowledge, Research Department outputs, and input from senior Portfolio Managers and Wealth Managers.
• Engage in dealing, bespoke, and team model activities.
• Build rapport and interact effectively with clients and industry professionals.
• Understand and comply with all relevant regulations and principles as a Certified Person with the Regulator, where authorized.

What do you need to succeed?

Must-have

• In-depth knowledge of portfolio management
• Understanding of financial markets, risk management techniques, and regulatory requirements
• CFA qualification
• Strong Excel skills for maintaining investment models and client materials
• Up-to-date knowledge of market and regulation changes through CPD
• Excellent presentation skills

Nice-to-have

• Achieved Competent Advisor Status (CAS) to support Wealth Managers with client relationships or willingness to obtain CAS if successful.

What is in it for you?

We thrive on challenges and growth, delivering trusted advice to help clients and communities prosper. We value each other, potential, and making a difference. Our benefits include:

• A comprehensive Total Rewards Program with bonuses, benefits, and competitive pay
• Supportive leadership with coaching and development opportunities
• Opportunities to work with top professionals
• Meaningful and lasting impact
• A dynamic, collaborative, and high-performing team environment
• World-class training in financial services
• Flexible working options supported by the company

Agency Notice

RBC Group does not accept agency resumes. Please do not forward resumes to employees or other company locations. We only pay agency fees where prior agreement exists. For additional details, contact our Recruitment team.