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About the Role

This role offers hands-on experience across the wealth management lifecycle, including portfolio proposals, client reviews, trade execution, and business development. It's an opportunity to develop expertise in asset allocation, stock selection, and client portfolio composition, building a strong foundation in Wealth Management.

Responsibilities

• Develop knowledge of Wealth Management, the wider business offering, and the Financial Services sector.
• Support Portfolio Managers and Wealth Managers in producing portfolio proposals, reviews, and associated client administration.
• Execute trades on instruction from CP Portfolio Manager or Wealth Manager.
• Complete all work according to procedures and standards.
• Collate and verify the accuracy of information and work provided.
• Assist in the preparation of new client meeting reviews.
• Support business development through correct application of client processes and procedures.
• Assist team members as required and work effectively with colleagues.

Requirements

• Understanding of portfolio management, client advice processes, and industry knowledge.
• Accuracy and attention to detail.
• Strong numerical skills.
• Clear and concise communication skills.
• Ability to prioritize workload.

Skills

• Wealth Management
• Portfolio Management
• Client Reviews
• Trade Execution
• Business Development
• Asset Allocation
• Stock Selection
• Client Portfolio Composition
• Financial Services
• CISI Level 4 Investment Advice Diploma

Location

• London, United Kingdom

Work Type

• Permanent
• Full time
• Hybrid

Experience Level

• Minimal experience in Wealth Management (Nice-to-have)
• Degree educated (Nice-to-have)

Education Level

• Degree educated
• CISI Level 4 Investment Advice Diploma

About the Company

• RBC is a leading financial institution guided by shared values of Client First, Integrity, Collaboration, Respect, and Excellence. We believe an inclusive workplace with diverse perspectives is core to our continued growth. We strive to foster a workplace based on respect, belonging, and opportunity for all.

Equal Opportunity

• RBC strives to deliver through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.