Associate Portfolio Manager

Job Summary

Job Description

What is the opportunity?

We have an excellent opportunity for an Associate Portfolio Manager to join our Cardiff office on a permanent basis.

The team takes responsibility for looking after the composition and construction of all client portfolios, including stock selection and asset allocation. The right candidate will be professional and enthusiastic, with a willingness to learn and develop.

What will you do?

• Utilise your understanding of portfolio management and build knowledge through exposure to client portfolio management scenarios.
• Produce robust portfolio proposals and analytical information in support of colleagues in advisory roles under the supervision of more senior Portfolio and Investment Managers.
• Assist the Portfolio and Investment Managers in ensuring portfolios are constructed in compliance with TCF principles.
• Work closely with the Research team to understand their investment guidelines.
• Support Investment and Portfolio Managers to track funds against client’s objectives and risk profile.
• Assist in preparation of review and new client meeting.
• Supports senior team members as required to contribute to completion of tasks in a timely manner and to a high standard for the team.

What do you need to succeed?

Must-have

• Broad understanding of portfolio management.

Nice-to-have

• Working towards or attained CISI Level 7 Wealth Management Masters or equivalent.

If you feel you meet most, but not all, of the criteria above, then we would still love to hear from you. We can consider applicants with lesser experience and qualifications and welcome them into the team as a Portfolio Management Assistant.

What is in it for you?

We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• 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.
• Flexible working and hybrid options fully supported.

Agency Notice

RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

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Job Skills

Additional Job Details

Address: 2 CENTRAL SQUARE:CARDIFF

City: Cardiff

Country: United Kingdom

Work hours/week: 35

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-04-01

Application Deadline: 2025-04-15

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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