Job Description

Job Summary

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. Completes all work according to procedures and standards. Collates and verifies the accuracy of information and work provided. Assists in preparation of review 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.

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 resumes. Please do not forward resumes 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 resumes. 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

I

nclusion

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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.