Hybrid Portfolio Assistant – Wealth Management & Trade

Hybrid Portfolio Assistant – Wealth Management & Trade

Full-Time 27000 - 33000 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Assist in managing client portfolios and executing trades while gaining valuable experience.
  • Company: Join RBC Group, a leader in wealth management with a supportive team culture.
  • Benefits: Enjoy competitive pay, flexible remote work, and opportunities for professional growth.
  • Other info: Experience a dynamic work environment with excellent career advancement potential.
  • Why this job: Dive into the world of finance and make a real impact on clients' financial journeys.
  • Qualifications: Interest in finance and strong teamwork skills are essential.

The predicted salary is between 27000 - 33000 Β£ per year.

RBC Group is seeking a Portfolio Management Assistant in Edinburgh to join on a permanent basis.

You will gain hands-on experience across the wealth management lifecycle, from proposals and client reviews to trade execution and business development, with some remote flexibility up to one day a week.

In this role you’ll develop expertise in asset allocation, stock selection and client portfolio composition, supporting the Portfolio and Wealth Managers and contributing to a high-performing team.

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Hybrid Portfolio Assistant – Wealth Management & Trade 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

We think you need these skills to ace Hybrid Portfolio Assistant – Wealth Management & Trade

Asset Allocation
Stock Selection
Client Portfolio Composition
Wealth Management
Trade Execution
Business Development
Team Collaboration