Job Summary
Job Description
What is the opportunity?
We have an excellent opportunity for an Portfolio Management Assistant to join our Birmingham 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 to build your knowledge base.
* Supports the Portfolio and Investment Managers in the production of robust portfolio proposals, reviews and associated client administration.
* Execute trades as instructed by Portfolio/Investment Managers where appropriate.
* Work closely with the Managers to collate and verify the accuracy of information.
* Support Investment and Portfolio Managers to track funds against client’s objectives and risk profile.
* Assist in preparation of review and new client meetings.
* 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
* An understanding of portfolio management.
* Maintains up to date knowledge of the market and regulation changes through Continuous Professional development (CPD).
* Strong numerical skills and a attention to detail.
Nice-to-have
* Demonstrates the RBC-BD Values
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.
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:
81 COLMORE ROW:BIRMINGHAM
City:
Birmingham
Country:
United Kingdom
Work hours/week:
35
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2024-11-20
Application Deadline:
2024-12-04
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 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. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
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 .