What is the opportunity?

We are looking for an experienced Portfolio Manager, for our London office. The successful candidate will have experience in stock analysis (US, UK and European equities), an interest in maintaining deep knowledge and understanding of approximately 40 companies. In addition, you will have the confidence, gravitas and ability to discuss the detail of such companies with existing clients and prospects.

What will you do?

• Analyse client’s aims and needs to construct solutions and portfolios as a tool to communicate to clients, either direct or via a Wealth Manager.

• 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

• Review, analyse and make discretionary 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

• Dealing, bespoke and across team models

• Build rapport and interact with clients and professionals across the industry effectively

• Where Authorised: Understands and complies with all of the relevant regulations and principles applying to the role as a Certified Person with the Regulator

What do you need to succeed?

Must-have

• In-depth knowledge of portfolio management

• In-depth understanding of financial markets/risk management techniques/regulatory requirements

• CFA qualification

• Strong excel skills to maintain investment models and subsequent client materials

• Up to date knowledge of the market and regulation changes through Continuous Professional development (CPD)

• Excellent presentation skills

Nice-to-have

• Achieved Competent Advisor Status (CAS) in order to support Wealth Managers with client relationships by providing advice on portfolio changes or making discretionary changes

• In absence of this, a willingness to obtain CAS if successful

What is in it for you?

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.

• A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation

• 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

• A world-class training program in financial services

• Flexible working options fully supported.

Agency Notice

RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

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Job Skills

Additional Job Details

8 WATERLOO PLACE:LONDONLondonUnited Kingdom35Full timeWEALTH MANAGEMENTRegularSalaried2025-05-212025-06-04

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 value 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.