Wealth Management Assistant: Portfolio & Trade Support in Cardiff

Wealth Management Assistant: Portfolio & Trade Support in Cardiff

Cardiff Full-Time On-site
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RBC Europe Limited in Cardiff seeks a Portfolio Management Assistant to support portfolio proposals, reviews, and client administration within Wealth Management. The role involves trade execution under guidance and ensuring procedures are followed in a team‑oriented, client‑facing environment.

You will develop expertise in asset allocation, stock selection, and client portfolio composition while collaborating with Wealth Managers.

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Wealth Management Assistant: Portfolio & Trade Support in Cardiff employer: 0000050471 RBC Europe Limited

At RBC Wealth Management Europe, we pride ourselves on being an exceptional employer, offering a dynamic and collaborative work culture that empowers our Wealth Managers to thrive. Located in the picturesque South West England, our team enjoys a comprehensive Total Rewards Program, ongoing professional development opportunities, and the chance to make a meaningful impact on clients' financial futures. Join us to be part of a forward-thinking environment where your expertise is valued and your growth is supported.

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Contact Details:

0000050471 RBC Europe Limited Recruitment Team