At a Glance
- Tasks: Analyse client needs and create tailored investment solutions while monitoring portfolios.
- Company: Join RBC Brewin Dolphin, a leading firm in wealth management.
- Benefits: Enjoy competitive pay, bonuses, flexible benefits, and development opportunities.
- Other info: Collaborative environment with opportunities to work alongside industry experts.
- Why this job: Make a real impact in a dynamic team and grow your career.
- Qualifications: Experience in portfolio management and strong analytical skills required.
The predicted salary is between 50000 - 70000 £ per year.
We're recruiting a Portfolio Manager or Associate Portfolio Manager to join our growing team in Newcastle. This is an exciting opportunity created to support our expansion and build for the future.
What will you do?
- Analyse client aims and needs to construct tailored investment solutions and portfolios that support advisor communications.
- Produce high-quality proposals and analytical information to enable effective client advice and relationship management.
- Deliver ongoing portfolio monitoring and review, making recommendations to ensure continued suitability of investments.
- Review and adapt client portfolios in response to market forces or changing circumstances, leveraging research outputs and collaboration with senior colleagues.
- Build strong rapport with clients and industry professionals; demonstrate effective communication and relationship skills.
- Continuously expand market and portfolio management knowledge across diverse client scenarios and specialisms (e.g., Charities, Trusts).
- Embody RBC Brewin Dolphin values through working practices, challenge existing processes to improve client experience, and act with integrity to achieve fair outcomes; contribute to business development activities and support team growth while establishing positive, collaborative relationships with colleagues.
What do you need to succeed?
- Broad understanding of portfolio management, with previous experience as a Portfolio Manager or in a Portfolio Management support role under supervision of Portfolio Managers or Wealth Managers.
- Has attained, or studying towards relevant industry qualifications e.g. CISI Level 7 Wealth Management Masters or CFA.
- Adept at data analysis with strong proficiency in Excel and analytical tools.
- If Certified Person – maintain SPS in line with professional body requirements.
- Real team player, comfortable working as part of a team to deliver client outcomes.
What is in it for you?
- A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation.
- 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 / Associate Portfolio Manager employer: RBC Brewin Dolphin
RBC Brewin Dolphin is an exceptional employer, offering a dynamic and collaborative work environment in Newcastle that fosters professional growth and development. With a comprehensive Total Rewards Program, including competitive compensation and flexible benefits, employees are empowered to make a meaningful impact while working alongside industry leaders. The company's commitment to integrity and client-centric values ensures a rewarding experience for those looking to advance their careers in portfolio management.
