Hybrid Portfolio Management Assistant | Wealth in Exeter

Hybrid Portfolio Management Assistant | Wealth in Exeter

Exeter Full-Time On-site
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RBC Brewin Dolphin in Exeter is seeking a Portfolio Management Assistant to join our Wealth Management team on a permanent basis. You will gain hands-on experience across the full wealth management lifecycle, supporting portfolio development, client reviews, and trade execution.

The role provides an opportunity to deepen knowledge in asset allocation and portfolio construction while collaborating with colleagues in a dynamic, office-based environment with limited remote flexibility.

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Hybrid Portfolio Management Assistant | Wealth in Exeter 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.

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Contact Details:

RBC Brewin Dolphin Recruitment Team