Portfolio Management Assistant
Portfolio Management Assistant
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Job Description
Job Summary
Job Description
What is the opportunity
We have an exciting opportunity to join our team in Glasgow as a Portfolio Management Assistant on a permanent basis. This role supports Portfolio Managers and Investment Managers in production of portfolio proposals reviews and associated client administration.
This position is full time and will require you to work a minimum of 4 days in the office per week with the option to work one day from home.
What will you do
Develop knowledge of Wealth Management the wider business offering and the Financial Services sector.
Execute trades on instruction from CP Portfolio Manager or Investment Manager where appropriate.
Complete all work according to procedures and standards.
Collates and verifies the accuracy of information and work provided.
Support business development through correct application of client processes and procedures.
Assist team members as required and work effectively with colleagues.
Information giver providing clients with information and not advice.
Limited client interaction at this stage but any interaction should be maintained with Brewin Dolphins conduct and professionalism standards.
What do you need to succeed
Must-have
Maths GCSE or equivalent.
An understanding of portfolio management client advice processes and industry knowledge.
Accuracy and attention to detail
Strong numerical skills
Clear and concise communication skills oral and written.
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 options fully supported.
Agency Notice
RBC Group does not accept agency resums. Please do not forward resums 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 resums. Please contact the Recruitment function for additional details.
#RBCBD
Job Skills
Customer Knowledge Customer Service Customer Service Management Group Problem Solving Identifying Sales Opportunities Interpersonal Relationship Management Oral Communications Perseverance and Follow-Through Product Services Sales ActivitiesAdditional Job Details
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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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Employment Type
Full-Time
