Wealth Portfolio Support Specialist (Hybrid)

Royal Bank of Canada; Exeter; Hybrid; GBP 26,000 - 36,000; Full time

Job summary

Royal Bank of Canada in Exeter is seeking a Portfolio Management Assistant to join our Wealth Management team. You will support portfolio proposals, reviews, and client administration, and you will execute trades under guidance from Portfolio/Wealth Managers.

The role offers hands-on experience across the wealth management lifecycle in an in-office setting with limited remote work. Must-have skills include understanding portfolio management processes, strong numerical abilities, and clear

Qualifications

• Understanding of portfolio management and client advice processes.
• Strong numerical skills.
• Clear and concise communication skills.

Responsibilities

• Support Portfolio Managers and Wealth Managers in producing portfolio proposals, reviews and client administration.
• Execute trades on instruction from a Portfolio Manager or Wealth Manager where appropriate.
• Complete all work according to procedures and standards.
• Collate and verify information and work.
• Assist in preparing for new client meetings.
• Support business development through proper application of client processes and procedures.

Skills

Portfolio management

Numerical skills

Clear communication

Job description

Royal Bank of Canada in Exeter is seeking a Portfolio Management Assistant to join our Wealth Management team. You will support portfolio proposals, reviews, and client administration, and you will execute trades under guidance from Portfolio/Wealth Managers.

The role offers hands-on experience across the wealth management lifecycle in an in-office setting with limited remote work. Must-have skills include understanding portfolio management processes, strong numerical abilities, and clear