Join to apply for the RBC Brewin Dolphin – Investment Management Assistant role at PH&N Institutional.
What is the opportunity?
We have an exciting opportunity for an Investment Management Assistant to join our Leeds office on a permanent basis.
Job Summary
In this role you will support the Investment Managers in production of portfolio proposals, reviews and associated client administration.
What will you do?
* Developing knowledge of Investment Management, the wider business offering and the Financial Services sector.
* Executes trades on instruction from Certified Person Portfolio Manager or Investment Manager, where appropriate.
* Collates and verifies the accuracy of information and work provided.
* Assists in preparation of review and new client meeting documentation.
* Supports business development through correct application of client processes and procedures.
* Assists team members as required and works effectively with colleagues.
* Limited client interaction at this stage, but any interaction should be maintained with RBC Brewin Dolphin’s conduct and professionalism standards.
* Adheres to Conduct Risk standards and all other RBC Brewin Dolphin Policies and Procedures.
What do you need to succeed?
Must-have:
* 5 GCSEs or equivalent.
* Gaining an understanding of investment management, client advice processes and industry knowledge.
* Accuracy and attention to detail.
Nice-to-have:
* Ability to meet deadlines/work within restricted timescales.
* Flexible and reliable team member.
* Strong numerical skills.
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.
Job Skills: Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services.
Address:
10 WELLINGTON PLACE: LEEDS
City: Leeds
Country: United Kingdom
Work Hours/week: 35
Employment Type: Full time
Pay Type: Salaried
Posted Date: 2025-02-11
Application Deadline: 2025-02-25.
Inclusion and Equal Opportunity Employment:
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.
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