Portfolio Manager

Institute of Project Management; Greater London; On-site; GBP 100,000 - 125,000; Full time

Job summary

A leading wealth management firm in London seeks a Portfolio Manager for a 6-month fixed term role. Responsibilities include analyzing client needs, producing proposals to support colleagues, and managing client portfolios. Ideal candidates will have previous experience in a similar position, a CISI Level 7 qualification, and skills in financial markets. The role offers an opportunity to work within a collaborative and high-performing team impacting clients and communities positively.

Qualifications

• Previous experience in portfolio management within a wealth management business.
• Maintains up to date knowledge of market and regulation changes through CPD.
• Ability to build rapport and interact effectively with clients.

Responsibilities

• Analyse client aims and needs for portfolio solutions.
• Produce proposals to support Wealth Management colleagues.
• Review and adjust client portfolios based on market changes.

Skills

Portfolio management

Financial markets knowledge

Analytical skills

Presentation skills

Regulatory compliance

Communication skills

Attention to detail

Education

CISI Level 7 Wealth Management Masters or equivalent

Job description

• Location London, England, United Kingdom

RBC Wealth Management Europe provides comprehensive wealth management capabilities through RBC Brewin Dolphin and beide RBC Wealth Management to private clients, including professionals, inheritors, business owners, entrepreneurs, intermediaries and charities. We help clients meet their financial goals through investments, financial planning, trust, credit and banking capabilities.

We have an excellent opportunity for a Portfolio Manager to join the RBC Brewin Dolphin team in London on a 6 month FTC.

Responsibilities

• Analyse client’s aims and needs to construct solutions and portfolios as a tool for advisors to communicate to clients
• Produce proposals and analytical information to an excellent standard to support Wealth Management colleagues with client advice and relationships
• Deliver ongoing monitoring and review, making or suggesting changes where appropriate to deliver continued suitability of investments
• Able to review, analyse and make changes to client portfolios in reaction to market forces or changing client circumstances using own knowledge, Research Department outputs and with the input of more senior Portfolio Managers and Wealth Managers
• Demonstrate ability to build rapport and interact with clients and professionals across the industry effectively
• Understand and comply with all of the relevant regulations and principles applying to the role as a Certified Person with the Regulator

About You

Must-have

• Previous experience as a Portfolio Manager within a wealth management business
• CISI Level 7 Wealth Management Masters or equivalent
• In-depth knowledge of portfolio management
• Maintains up to date knowledge of the market and regulation changes through Continuous Professional development (CPD)
• In-depth understanding of financial markets/risk management techniques/regulatory requirements
• Excellent presentation skills
• Strong numerical and analytical skills
• Accuracy and attention to detail
• Ability to flourish in changing environments, learning from experience and adapting to new situations to achieve objectives
• Willing to learn new ways to accomplish working activities and embraces change
• Clear and concise communication skills – oral and written
• Ability to meet deadlines/work within restricted timescales
• Flexible and reliable team member
• Ability to work on own initiative to achieve required results
• Collaborative and inclusive approach to work

We thrive on the challenge to be our best – progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities and achieving success that is mutual.

Leaders who support yourាទ 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.

About Company

Job Skills

Derivatives, Investment Banking Analysis, Investment Consulting, Investment Performance Measurement, Investment Risk Management, Investments, Investments Analysis, Portfolio Management, Product Services, Risk Control

Additional Job Details

Address: 12 SMITHFIELD STREET: LONDON

City: London

Country: United Kingdom

Work hours/week: 35

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Contract (Fixed Term)

Posted Date: 2026-01-13

Application Deadline: 2026-01-27

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation and grow professionally helps to bring our Purpose to life and create Insets the haven for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.