Portfolio Management Assistant

RBC; Manchester; On-site; GBP 25,000 - 45,000; Full time

Job description

Job Summary

Job Description

What is the opportunity?

We have an excellent opportunity for a Portfolio Management Assistant to join our Manchester 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?

• 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.
• Complete all work according to procedures and standards.
• Collate and verify the accuracy of information and work provided.
• Assist in preparation for a new client meeting.
• Support business development through correct application of client processes and procedures.
• Assist team members as required and work effectively with colleagues.

What do you need to succeed?

Must-have

• An understanding of portfolio management, client advice processes and industry knowledge.
• Maths GCSE or equivalent.

Nice-to-have

• A level or degree educated

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.

#RBCBD

Job Skills

Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations Management

Additional Job Details

Address: 2 DEANSGATE: MANCHESTER

City: Manchester

Country: United Kingdom

Work hours/week: 35

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-04-11

Application Deadline: 2025-04-25

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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