Portfolio Management Assistant
RBC — 2 CENTRAL SQUARE:CARDIFF
Posted 2026-10-15
Job Description What is the opportunity? We have an excellent opportunity for a Portfolio Management Assistant to join our Cardiff office on a permanent basis. In this role you’ll gain hands-on experience across the full wealth management lifecycle – from portfolio proposals and client reviews to trade execution and business development. This is a great opportunity to develop deep expertise in asset allocation, stock selection and client portfolio composition, while building a strong foundation in Wealth Management. 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. What will you do? Develop your knowledge of Wealth Management, the wider business offering and the Financial Services sector. Support the Portfolio Manager(s) and Wealth Manager(s) in production of portfolio proposals, reviews and associated client administration. Execute trades on instruction from CP Portfolio Manager or Wealth Manager, where appropriate. Completes all work according to procedures and standards. Collates and verifies the accuracy of information and work provided. Assists in preparation for a new client meeting. Su