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- Tasks: Analyse client needs and create tailored investment portfolios for optimal financial growth.
- Company: Join RBC Wealth Management, a leader in comprehensive wealth management solutions.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Make a real impact on clients' financial futures while growing your expertise.
- Qualifications: Experience as a Portfolio Manager and a CISI Level 7 qualification required.
- Other info: Dynamic, collaborative team with opportunities for personal and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
What is the opportunity? RBC Wealth Management Europe provides comprehensive wealth management capabilities through RBC Brewin Dolphin and RBC Wealth Management to private clients, including professionals, inheritors, business owners, entrepreneurs, intermediaries and charities. We help clients meet their financial goals through investments, financial planning, trust, credit, and banking capabilities.
What will you do?
- Analyse client’s aims and needs to construct solutions and portfolios as a tool for advisors to communicate to clients.
- Produce proposals and analytical information to an excellent standard to support Wealth Management colleagues with client advice and relationships.
- Deliver ongoing monitoring and review, making or suggesting changes where appropriate to deliver continued suitability of investments.
- Able to review, analyse and make changes to client portfolios in reaction to market forces or changing client circumstances using own knowledge, Research Department outputs and with the input of more senior Portfolio Managers and Wealth Managers.
- Demonstrate ability to build rapport and interact with clients and professionals across the industry effectively.
- Understand and comply with all of the relevant regulations and principles applying to the role as a Certified Person with the Regulator.
- Good and continuing expansion of market and portfolio management knowledge across a broad range of client scenarios and specialisms e.g. Charities/Trusts.
- If the role allows a certified person, you may make discretionary decisions and provide advice to clients on changes to their portfolio.
What do you need to succeed?
- Must-have
- Previous experience as a Portfolio Manager within a wealth management business.
- CISI Level 7 Wealth Management Masters or equivalent.
- In-depth knowledge of portfolio management.
- Maintains up to date knowledge of the market and regulation changes through Continuous Professional development (CPD).
- In-depth understanding of financial markets/risk management techniques/regulatory requirements.
- Excellent presentation skills.
- Strong numerical and analytical skills.
- Accuracy and attention to detail.
- Ability to flourish in changing environments, learning from experience and adapting to new situations to achieve objectives.
- Willing to learn new ways to accomplish working activities and embraces change.
- Clear and concise communication skills – oral and written.
- Ability to meet deadlines/work within restricted timescales.
- Flexible and reliable team member.
- Ability to work on own initiative to achieve required results.
- Collaborative and inclusive approach to work.
What is in it for you? We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. Leaders who support your development through coaching and managing opportunities. Opportunities to work with the best in the field. Ability to make a difference and lasting impact. Work in a dynamic, collaborative, progressive, and high-performing team.
RBC Brewin Dolphin - Portfolio Manager - 6 Month Fixed Term Contract employer: RBC Brewin Dolphin
Contact Detail:
RBC Brewin Dolphin Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land RBC Brewin Dolphin - Portfolio Manager - 6 Month Fixed Term Contract
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at events. Building relationships can open doors that applications alone can't.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Know their values and how you can contribute to their goals. This shows you're genuinely interested and ready to make an impact.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience and how it aligns with the role of Portfolio Manager. Keep it concise but impactful, highlighting your analytical skills and market knowledge.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace RBC Brewin Dolphin - Portfolio Manager - 6 Month Fixed Term Contract
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Portfolio Manager role. Highlight your previous experience in wealth management and any relevant qualifications, like your CISI Level 7. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about portfolio management and how you can contribute to our team. Keep it concise but impactful – we love a good story!
Showcase Your Analytical Skills: Since this role involves a lot of analysis, make sure to highlight your strong numerical and analytical skills in your application. Give examples of how you've used these skills in past roles to achieve results.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at RBC Brewin Dolphin
✨Know Your Portfolio Management Inside Out
Make sure you brush up on your portfolio management knowledge before the interview. Be ready to discuss your previous experiences and how you've successfully managed client portfolios, especially in changing market conditions. This will show that you’re not just familiar with the theory but can apply it practically.
✨Demonstrate Analytical Skills
Prepare to showcase your analytical skills by discussing specific examples where you've used data to make informed decisions. Bring along any proposals or analytical reports you've created in the past to illustrate your ability to produce high-quality work that supports client advice.
✨Build Rapport with Confidence
Since building rapport is key in this role, practice your communication skills. Think of ways to connect with the interviewers, perhaps by referencing current market trends or recent changes in regulations. This will demonstrate your ability to engage effectively with clients and colleagues alike.
✨Stay Updated on Market Trends
Show that you’re proactive about continuous professional development. Be prepared to discuss recent market changes and how they might affect investment strategies. This not only highlights your commitment to learning but also your readiness to adapt to new situations, which is crucial for a Portfolio Manager.
