Portfolio Management Assistant

Royal Bank of Canada

Cheltenham, United Kingdom
Understanding of portfolio management
Accuracy and attention to detail
Strong numerical skills
We have an excellent opportunity for a Portfolio Management Assistant to join our Bristol or Cheltenham office on a permanent basis

Job Summary

  • We have an excellent opportunity for a Portfolio Management Assistant to join our Bristol or Cheltenham office on a permanent basis.
  • The team takes responsibility for looking after the composition and construction of all client portfolios, including stock selection and asset allocation.
  • Leaders support your development through coaching and managing opportunities, and you will work in a dynamic, collaborative, progressive, and high-performing team.

Matching Summary

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

Skills & Requirements

Must-have

  • Understanding of portfolio management
  • Accuracy and attention to detail
  • Strong numerical skills
  • Clear and concise communication skills
  • Client administration support

Nice-to-have

  • Willingness to learn and develop
  • Maintains up to date market knowledge
  • Team collaboration and support
  • Professional and enthusiastic attitude

Key Requirements

  • Maths GCSE or equivalent
  • Understanding of client advice processes
  • Industry knowledge
  • A-level or degree educated (nice-to-have)

Work Rights

Not specified

Tailored Resume

Cover Letter