RBC Group in Cardiff is seeking a Portfolio Management Assistant on a permanent basis. You will gain hands-on experience across the wealth management lifecycle, from portfolio proposals to trade execution, in a collaborative office environment.
The role includes assisting portfolio managers, preparing client meetings, and supporting business development while adhering to procedures. Some remote flexibility up to one day per week is available.
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Hybrid Wealth & Portfolio Management Assistant in Cardiff employer: RBC Brewin Dolphin
RBC Brewin Dolphin is an exceptional employer, offering a dynamic work culture that prioritises collaboration and professional growth. Located in the picturesque South West of England, employees benefit from tailored training programmes and the opportunity to build meaningful relationships with high-net-worth clients, all while enjoying a supportive environment that values innovation and excellence.
