Hybrid Portfolio Management Assistant – Wealth Management in Exeter

Hybrid Portfolio Management Assistant – Wealth Management in Exeter

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

The role offers exposure to asset allocation and portfolio construction, with offices on-site in Exeter and some flexibility for remote work up to 1 day per week.

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Hybrid Portfolio Management Assistant – Wealth Management 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