At a Glance
- Tasks: Analyse client needs and construct tailored investment portfolios.
- Company: Join RBC Brewin Dolphin, a leader in wealth management.
- Benefits: Gain coaching, work with top professionals, and make a real impact.
- Other info: Collaborative environment with opportunities for professional growth.
- Why this job: Shape financial futures while developing your skills in a dynamic team.
- Qualifications: Experience as a Portfolio Manager and CISI Level 7 qualification required.
The predicted salary is between 36000 - 60000 £ per year.
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.
We have an excellent opportunity for a Portfolio Manager to join the RBC Brewin Dolphin team in London on a 6 month FTC.
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?
- 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?
- 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.
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
RBC Brewin Dolphin - Portfolio Manager - 6 Month Fixed Term Contract in London employer: RBC
RBC Brewin Dolphin is an exceptional employer, offering a dynamic and collaborative work environment in the heart of London. With a strong focus on employee development, you will have access to coaching and opportunities to work alongside industry leaders, enabling you to make a meaningful impact while advancing your career in wealth management. Our commitment to inclusivity and professional growth ensures that every team member feels valued and empowered to thrive.
StudySmarter Expert Advice🤫
We think this is how you could land RBC Brewin Dolphin - Portfolio Manager - 6 Month Fixed Term Contract in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector, especially those who might know someone at RBC Brewin Dolphin. A friendly chat can sometimes lead to opportunities that aren’t even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your portfolio management knowledge and current market trends. We want you to showcase your analytical skills and ability to adapt to changing environments, so practice articulating your thoughts clearly.
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can leave a lasting impression and show your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’re the perfect fit for the team.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, you’ll be able to keep track of your application status easily. Let’s get you that Portfolio Manager position!
We think you need these skills to ace RBC Brewin Dolphin - Portfolio Manager - 6 Month Fixed Term Contract in London
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 numerical and analytical skills in your application. Give examples of how you've used these skills in past roles to achieve results. We’re all about data-driven decisions!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way to ensure your application gets to us directly. Plus, you’ll find all the details you need about the role and our company culture there.
How to prepare for a job interview at RBC
✨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 constructed portfolios that meet client needs. Highlight any specific strategies you've used and be prepared to explain your thought process.
✨Showcase Your Analytical Skills
Since this role requires strong numerical and analytical skills, come prepared with examples of how you've used these skills in past roles. You might want to bring along a case study or two that demonstrates your ability to analyse market trends and make informed decisions based on data.
✨Demonstrate Your Communication Skills
Effective communication is key in this role, so practice articulating your thoughts clearly and concisely. Think about how you can explain complex financial concepts in simple terms, as you'll need to build rapport with clients and colleagues alike.
✨Be Ready for Regulatory Questions
Given the importance of compliance in wealth management, brush up on relevant regulations and be prepared to discuss how you've ensured compliance in your previous roles. Showing that you understand the regulatory landscape will demonstrate your professionalism and readiness for the role.
