Wealth Management Assistant: Portfolio & Trade Support

0000050471 Rbc Europe Limited; Cardiff; Hybrid; GBP 28,000 - 40,000; Full time

Job summary

RBC Europe Limited in Cardiff seeks a Portfolio Management Assistant to support portfolio proposals, reviews, and client administration within Wealth Management. The role involves trade execution under guidance and ensuring procedures are followed in a team‑oriented, client‑facing environment.

You will develop expertise in asset allocation, stock selection, and client portfolio composition while collaborating with Wealth Managers.

Qualifications

• Understanding of portfolio management and client advice processes.
• Strong numerical and quantitative abilities.
• Accurate and detail-oriented with clear communication.

Responsibilities

• Develop knowledge of Wealth Management and the firm’s offerings.
• Support Portfolio/Wealth Managers in portfolio proposals and client administration.
• Execute trades on instruction where appropriate and ensure accuracy of information.

Skills

Portfolio management

Client advice processes

Attention to detail

Numerical skills

Communication skills

Education

A-level or degree educated

Job description

RBC Europe Limited in Cardiff seeks a Portfolio Management Assistant to support portfolio proposals, reviews, and client administration within Wealth Management. The role involves trade execution under guidance and ensuring procedures are followed in a team‑oriented, client‑facing environment.

You will develop expertise in asset allocation, stock selection, and client portfolio composition while collaborating with Wealth Managers.