Portfolio Management Assistant
RBC — VANTAGE POINT, WOODWATER PARK, PYNES HILL:EXETER
Posted 2026-10-27
Job Description What is the opportunity? 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 build 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. What will you do? 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. Completes all work according to procedures and standards. Collates and verifies the accuracy of information and work provided. Assist in preparation for new client meetings. Supports business development through correct a