Wealth Portfolio Support Analyst

rbc; City of Edinburgh; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

RBC Edinburgh is seeking a Portfolio Management Assistant on a permanent basis. In this role you'll gain hands-on experience across the full wealth management lifecycle—from portfolio proposals and client reviews to trade execution and business development.

You will develop expertise in asset allocation, stock selection and client portfolio composition, while building a foundation in Wealth Management, with in-office work and the option to work remotely up to one day per week.

Qualifications

• Must have an understanding of portfolio management, client advice processes and industry knowledge.
• Accuracy and attention to detail.
• Strong numerical skills.
• Clear and concise communication skills.

Responsibilities

• Develop your knowledge of Wealth Management, the wider business offering and the Financial Services sector.
• Support the Portfolio Manager(s) and Wealth Manager(s) in production of portfolio proposals, reviews and associated client administration.
• Execute trades on instruction from CP 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.
• Assists in preparation for a new client meeting.
• Supports business development through correct application of client processes and procedures.
• Assists team members as required and works effectively with colleagues.

Skills

Numerical skills

Communication skills

Portfolio management knowledge

Industry knowledge

Client advisory processes

Education

A-level or degree educated

Job description

RBC Edinburgh is seeking a Portfolio Management Assistant on a permanent basis. In this role you'll gain hands-on experience across the full wealth management lifecycle—from portfolio proposals and client reviews to trade execution and business development.

You will develop expertise in asset allocation, stock selection and client portfolio composition, while building a foundation in Wealth Management, with in-office work and the option to work remotely up to one day per week.