At a Glance
- Tasks: Support Portfolio Managers in creating proposals and client administration tasks.
- Company: Join RBC, a leading bank committed to community and employee growth.
- Benefits: Enjoy flexible working options and opportunities for personal development.
- Other info: Work in Glasgow with a collaborative and high-performing team.
- Why this job: Be part of a dynamic team making a real impact in financial services.
- Qualifications: Maths GCSE required; A level or degree preferred.
The predicted salary is between 28800 - 42000 £ per year.
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We have an exciting opportunity to join our team in Glasgow as a Portfolio Management Assistant on a permanent basis. This role supports Portfolio Managers and Investment Managers in production of portfolio proposals, reviews, and associated client administration.
This position is full time and will require you to work a minimum of 4 days in the office per week with the option to work one day from home.
What will you do?
Develop knowledge of Wealth Management, the wider business offering and the Financial Services sector.
Execute trades on instruction from CP Portfolio Manager or Investment Manager, where appropriate.
Complete all work according to procedures and standards.
Collates and verifies the accuracy of information and work provided.
Support business development through correct application of client processes and procedures.
Assist team members as required and work effectively with colleagues.
Information giver – providing clients with information and not advice.
Limited client interaction at this stage but any interaction should be maintained with Brewin Dolphin’s conduct and professionalism standards.
What do you need to succeed?
Must-have
Maths GCSE or equivalent.
An understanding of portfolio management, client advice processes and industry knowledge.
Accuracy and attention to detail
Strong numerical skills
Clear and concise communication skills – oral and written.
Nice-to-have
A level or degree educated.
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.
Flexible working options fully supported.
Agency Notice
RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additio nal details.
#RBCBD
Job Skills
Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales ActivitiesJob Summary
Job Description
What is the opportunity?
We have an exciting opportunity to join our team in Glasgow as a Portfolio Management Assistant on a permanent basis. This role supports Portfolio Managers and Investment Managers in production of portfolio proposals, reviews, and associated client administration.
This position is full time and will require you to work a minimum of 4 days in the office per week with the option to work one day from home.
What will you do?
Develop knowledge of Wealth Management, the wider business offering and the Financial Services sector.
Execute trades on instruction from CP Portfolio Manager or Investment Manager, where appropriate.
Complete all work according to procedures and standards.
Collates and verifies the accuracy of information and work provided.
Support business development through correct application of client processes and procedures.
Assist team members as required and work effectively with colleagues.
Information giver – providing clients with information and not advice.
Limited client interaction at this stage but any interaction should be maintained with Brewin Dolphin’s conduct and professionalism standards.
What do you need to succeed?
Must-have
Maths GCSE or equivalent.
An understanding of portfolio management, client advice processes and industry knowledge.
Accuracy and attention to detail
Strong numerical skills
Clear and concise communication skills – oral and written.
Nice-to-have
A level or degree educated.
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.
Flexible working options fully supported.
Agency Notice
RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additio nal details.
#RBCBD
Job Skills
Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales ActivitiesAdditional Job Details
Address:
8TH FLOOR, CADWORKS 41, WEST CAMPBELL STREET:GLASGOWCity:
GlasgowCountry:
United KingdomWork hours/week:
35Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
2025-06-25Application Deadline:
2025-07-09Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
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 strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Portfolio Management Assistant in Glasgow employer: Royal Bank of Canada
At RBC, we pride ourselves on being an exceptional employer, offering a dynamic and collaborative work environment in Glasgow. As a Portfolio Management Assistant, you'll benefit from flexible working options, comprehensive development support from experienced leaders, and the opportunity to make a meaningful impact within a high-performing team. Join us to thrive in your career while contributing to our mission of delivering trusted advice and fostering community prosperity.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Management Assistant in Glasgow
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Royal Bank of Canada. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Royal Bank of Canada.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Royal Bank of Canada. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Portfolio Management Assistant in Glasgow
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Royal Bank of Canada and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Royal Bank of Canada how you can be a team player!
How to prepare for a job interview at Royal Bank of Canada
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Royal Bank of Canada.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Royal Bank of Canada's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
