At a Glance
- Tasks: Support Portfolio Managers in creating proposals and client administration tasks.
- Company: Join RBC, a leading bank committed to community and employee growth.
- Benefits: Enjoy flexible working options and opportunities for personal development.
- Why this job: Be part of a dynamic team making a real impact in financial services.
- Qualifications: Maths GCSE required; A level or degree preferred.
- Other info: Work in Glasgow with a collaborative and high-performing team.
The predicted salary is between 28800 - 42000 £ per year.
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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 Dolphin’s 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 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 additio nal 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 Activities
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 Dolphin’s 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 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 additio nal 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 Activities
Additional Job Details
Address:
8TH FLOOR, CADWORKS 41, WEST CAMPBELL STREET:GLASGOW
City:
Glasgow
Country:
United Kingdom
Work hours/week:
35
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-06-25
Application Deadline:
2025-07-09
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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Portfolio Management Assistant employer: Royal Bank of Canada>
Contact Detail:
Royal Bank of Canada> Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Management Assistant
✨Tip Number 1
Familiarise yourself with the Wealth Management sector and current trends. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services industry, especially those working in portfolio management. Engaging with them can provide insights and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss your numerical skills and attention to detail during the interview. Be ready to provide examples of how you've applied these skills in previous roles or projects.
✨Tip Number 4
Showcase your communication skills by practising clear and concise explanations of complex topics. This will be crucial when interacting with clients and colleagues in the role.
We think you need these skills to ace Portfolio Management Assistant
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Portfolio Management Assistant. Highlight your relevant skills and experiences that align with the job description.
Tailor Your CV: Customise your CV to reflect the key skills mentioned in the job description, such as accuracy, attention to detail, and numerical skills. Use specific examples from your past experiences to demonstrate these abilities.
Craft a Strong Cover Letter: Write a compelling cover letter that explains why you are interested in the position and how your background makes you a suitable candidate. Mention your understanding of Wealth Management and the Financial Services sector.
Proofread Your Application: Ensure that your application is free from spelling and grammatical errors. A well-presented application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Royal Bank of Canada>
✨Understand the Role
Before your interview, make sure you thoroughly understand the responsibilities of a Portfolio Management Assistant. Familiarise yourself with wealth management concepts and the financial services sector to demonstrate your knowledge during the conversation.
✨Showcase Your Numerical Skills
Since strong numerical skills are essential for this role, be prepared to discuss your experience with data analysis or any relevant coursework. You might even want to practice some basic calculations to show your confidence in handling numbers.
✨Prepare Questions
Think of insightful questions to ask your interviewers about the company culture, team dynamics, and growth opportunities. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
✨Demonstrate Attention to Detail
Accuracy is crucial in this role, so be ready to provide examples from your past experiences where your attention to detail made a difference. Whether it’s a project you worked on or a task you completed, highlight how your meticulousness contributed to success.