Portfolio Management Assistant

**Job Summary**

**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.
- 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 Activities

**Additional Job Details**

**Address**:
8TH FLOOR, CADWORKS 41, WEST CAMPBELL STREET:GLASGOW

**City**:
Glasgow

**Country**:
United Kingdom

**Work hours/week**:
35

**Employment Type**:
Full time

**Platform**:
WEALTH MANAGEMENT

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2025-06-25

**Application Deadline**:
2025-07-09

**I**nclusion** 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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