# Portfolio Management Assistant

**Company**: RBC
**Location**: Exeter, PYNES HILL:EXETER
**Work arrangement**: hybrid
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/VANTAGE-POINT-WOODWATER-PARK-PYNES-HILLEXETER/Portfolio-Management-Assistant_R-0000191269?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_7f7649b1-7d1

## Description

We have an excellent opportunity for a Portfolio Management Assistant to join our Exeter office on a permanent basis.

In this role, you'll gain comprehensive experience across the full wealth management lifecycle. Your responsibilities will span portfolio development, client review processes, trade execution and business development.

This opportunity provides an excellent foundation to develop specialised knowledge in asset allocation, security selection and portfolio construction, while building your expertise in wealth management operations.

RBC's expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely.

**Responsibilities**

- Support the Portfolio Managers and Wealth Managers in the production of portfolio proposals, reviews and associated client administration.

- Execute trades on instruction from a Portfolio Manager or Wealth Manager, where appropriate.

- Complete all work according to procedures and standards.

- Collate and verify the accuracy of information and work provided.

- Assist in preparation for new client meetings.

- Support business development through correct application of client processes and procedures.

- Assist team members as required and work effectively with colleagues.

**Requirements**

- An understanding of portfolio management and client advice processes.

- Strong numerical skills.

- Clear and concise communication skills.

**Nice-to-have**

- Exposure to portfolio management.

- Up-to-date knowledge of market and regulation changes.

**Benefits**

- 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.

## Skills

### Required
- Customer Service Management
- Interpersonal Relationship Management
- Office Tools
- Product Knowledge
- Product Services
- Sales
- Sales Activities
- Sales Support
- Sales Systems
- Teamwork

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/VANTAGE-POINT-WOODWATER-PARK-PYNES-HILLEXETER/Portfolio-Management-Assistant_R-0000191269?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)