Portfolio Manager

RBC; Greater London; On-site; GBP 100,000 - 125,000; Full time

Job summary

A prominent wealth management firm is seeking a Portfolio Manager to join their team in London. This role involves analyzing client aims, producing proposals, and ensuring suitability of investments. The ideal candidate will have experience in portfolio management, a CISI Level 7 qualification, excellent numerical skills, and the ability to adapt in changing environments. This full-time contract role offers an opportunity to work in a dynamic team setting, supporting client relationships and navigating financial markets.

Benefits

Leadership development support

Opportunities to work with top professionals

Dynamic and collaborative team environment

Qualifications

• Previous experience as a Portfolio Manager within a wealth management business.
• In-depth knowledge of portfolio management.
• Strong numerical and analytical skills and attention to detail.

Responsibilities

• Analyse client’s aims and needs to construct solutions and portfolios.
• Produce proposals and analytical information to support Wealth Management colleagues.
• Deliver ongoing monitoring and review of client portfolios.

Skills

Derivatives

Investment Banking Analysis

Portfolio Management

Risk Control

Education

CISI Level 7 Wealth Management Masters or equivalent

Job description

Job Description

RBC Wealth Management Europe provides comprehensive wealth management capabilities through RBC Brewin Dolphin and RBC Wealth Management to private clients, including professionals, inheritors, business owners, entrepreneurs, intermediaries and charities. We help clients meet their financial goals through investments, financial planning, trust, credit, and banking capabilities.

We have an excellent opportunity for a Portfolio Manager to join the RBC Brewin Dolphin team in London on a 6 month FTC.

What will you do?

• Analyse client’s aims and needs to construct solutions and portfolios as a tool for advisors to communicate to clients
• Produce proposals and analytical information to an excellent standard to support Wealth Management colleagues with client advice and relationships
• Deliver ongoing monitoring and review, making or suggesting changes where appropriate to deliver continued suitability of investments
• Able to review, analyse and make changes to client portfolios in reaction to market forces or changing client circumstances using own knowledge, Research Department outputs and with the input of more senior Portfolio Managers and Wealth Managers
• Demonstrate ability to build rapport and interact with clients and professionals across the industry effectively
• Understand and comply with all of the relevant regulations and principles applying to the role as a Certified Person with the Regulator
• Good and continuing expansion of market and portfolio management knowledge across a broad range of client scenarios and specialisms e.g. Charities/Trusts
• If the role allows a certified person, you may make discretionary decisions and provide advice to clients on changes to their portfolio

What do you need to succeed?

Must-have

• Previous experience as a Portfolio Manager within a wealth management business.
• CISI Level 7 Wealth Management Masters or equivalent
• In-depth knowledge of portfolio management
• Maintains up to date knowledge of the market and regulation changes through Continuous Professional development (CPD)
• In-depth understanding of financial markets/risk management techniques/regulatory requirements
• Excellent presentation skills
• Strong numerical and analytical skills
• Accuracy and attention to detail
• Ability to flourish in changing environments, learning from experience and adapting to new situations to achieve objectives.
• Willing to learn new ways to accomplish working activities and embraces change.
• Clear and concise communication skills – oral and written
• Ability to meet deadlines/work within restricted timescales
• Flexible and reliable team member
• Ability to work on own initiative to achieve required results
• Collaborative and inclusive approach to work

What is in it for you?

• 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.

Note

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

Inclusion and Equal Opportunity Employment

At 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.

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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.

Job Skills

Derivatives, Investment Banking Analysis, Investment Consulting, Investment Performance Measurement, Investment Risk Management, Investments, Investments Analysis, Portfolio Management, Product Services, Risk Control

Additional Job Details

Address: 12 SMITHFIELD STREET:LONDON

City: London

Country: United Kingdom

Work hours/week: 35

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Contract (Fixed Term)

Pay Type: Salaried

Posted Date: 2026-01-13

Application Deadline: 2026-01-27