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- Tasks: Support Portfolio Managers with proposals, reviews, and client administration.
- Company: Join RBC, a leader in Wealth Management, dedicated to client success and community impact.
- Benefits: Enjoy flexible working options, coaching support, and opportunities to work with industry experts.
- Why this job: Be part of a dynamic team that values growth, collaboration, and making a difference.
- Qualifications: Maths GCSE required; A level or degree preferred, with strong numerical and communication skills.
- Other info: Full-time role based in Glasgow, with a minimum of 4 days in the office.
The predicted salary is between 28800 - 43200 £ per year.
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 the 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.
- Collate and verify 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.
- Provide clients with information and not advice.
- Maintain limited client interaction in line 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.
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace with diverse perspectives is core to our continued growth. We foster a workplace where employees feel supported, collaborate effectively, drive innovation, and grow professionally. RBC strives to deliver this through policies and programs that promote respect, belonging, and opportunity for all.
Portfolio Management Assistant employer: 0000050471 RBC Europe Limited
Contact Detail:
0000050471 RBC Europe Limited 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 in portfolio management. This knowledge will not only help you during 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. Attend relevant events or join online forums to build connections that could lead to valuable insights or referrals.
✨Tip Number 3
Prepare to discuss your numerical skills and attention to detail in practical scenarios. Think of examples from your past experiences where these skills were crucial, as this will showcase your suitability for the role.
✨Tip Number 4
Research Brewin Dolphin's client processes and procedures. Understanding their approach will allow you to speak knowledgeably about how you can contribute to their business development efforts during the interview.
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. Familiarise yourself with portfolio management concepts and the financial services sector to demonstrate your knowledge in your application.
Tailor Your CV: Customise your CV to highlight relevant skills such as numerical proficiency, attention to detail, and communication abilities. Include any experience or education that aligns with the job requirements, particularly your Maths GCSE or equivalent.
Craft a Strong Cover Letter: Write a compelling cover letter that explains why you are interested in the role and how your background makes you a suitable candidate. Mention specific skills and experiences that relate to the tasks outlined in the job description.
Proofread Your Application: Before submitting, carefully proofread your application materials for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at 0000050471 RBC Europe Limited
✨Know Your Numbers
As a Portfolio Management Assistant, strong numerical skills are essential. Brush up on your maths and be prepared to discuss how you’ve used these skills in previous roles or experiences.
✨Understand the Industry
Familiarise yourself with the Wealth Management sector and current trends. Being able to speak knowledgeably about portfolio management and client advice processes will impress your interviewers.
✨Communicate Clearly
Since clear communication is key in this role, practice articulating your thoughts concisely. Prepare to explain complex concepts in simple terms, as you may need to relay information to clients.
✨Show Attention to Detail
Accuracy is crucial in this position. Be ready to provide examples of how you've ensured precision in your work, whether through double-checking data or following procedures meticulously.
