Portfolio Manager: Growth, Client Impact & Collaboration

Portfolio Manager: Growth, Client Impact & Collaboration

Full-Time 35000 - 45000 Β£ / year (est.) No working from home possible
RBC Brewin Dolphin

At a Glance

  • Tasks: Analyse client goals and create tailored investment solutions while monitoring portfolios.
  • Company: Join RBC Brewin Dolphin, a leading firm in Newcastle upon Tyne.
  • Benefits: Enjoy bonuses, flexible benefits, and a comprehensive Total Rewards Program.
  • Other info: Be part of a growing team with exciting career development opportunities.
  • Why this job: Make a real impact by helping clients achieve their financial goals.
  • Qualifications: Strong Excel skills and experience in portfolio management and teamwork.

The predicted salary is between 35000 - 45000 Β£ per year.

RBC Brewin Dolphin in Newcastle upon Tyne is looking for a Portfolio Manager or Associate Portfolio Manager to join their growing team. This role involves analysing client aims to construct tailored investment solutions, producing high-quality proposals, and delivering ongoing portfolio monitoring.

The ideal candidate will have a broad understanding of portfolio management, strong proficiency in Excel, and experience working as part of a team.

The position offers a comprehensive Total Rewards Program including bonuses and flexible benefits.

Portfolio Manager: Growth, Client Impact & Collaboration employer: RBC Brewin Dolphin

RBC Brewin Dolphin is an exceptional employer located in the vibrant city of Newcastle upon Tyne, offering a dynamic work culture that fosters collaboration and innovation. Employees benefit from a comprehensive Total Rewards Program, including bonuses and flexible benefits, alongside ample opportunities for professional growth and development within a supportive team environment. Join us to make a meaningful impact while advancing your career in portfolio management.

RBC Brewin Dolphin

Contact Details:

RBC Brewin Dolphin Recruitment Team

We think you need these skills to ace Portfolio Manager: Growth, Client Impact & Collaboration

Portfolio Management
Client Analysis
Investment Solutions
Proposal Writing
Portfolio Monitoring
Excel Proficiency
Team Collaboration