RBC Brewin Dolphin, Portfolio Manager / Associate Portfolio Manager at Royal Bank of Canada

Newcastle upon Tyne, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

19 Sep, 26

Salary

0.0

Posted On

21 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Portfolio Management, Investment Strategy, Client Relationship Management, Performance Analysis, Data Analysis, Excel, Wealth Management, Financial Planning, Market Research, Portfolio Monitoring

Industry

Financial Services

Description

Job Description What is the opportunity? We're recruiting a Portfolio Manager or Associate Portfolio Manager to join our growing team in Newcastle. This is an exciting opportunity created to support our expansion and build for the future. In this role, you'll manage investment portfolios for high-net-worth individuals, families, and institutional clients. You'll combine investment strategy, client relationship management, and performance analysis to create customised wealth solutions that align with each client's unique objectives. This is a chance to make a real impact on clients' financial wellbeing while developing your career with a leading financial services organisation. This is a permanent, full-time role with 4 days in the office. What will you do? Analyse client aims and needs to construct tailored investment solutions and portfolios that support advisor communications Produce high-quality proposals and analytical information to enable effective client advice and relationship management Deliver ongoing portfolio monitoring and review, making recommendations to ensure continued suitability of investments Review and adapt client portfolios in response to market forces or changing circumstances, leveraging research outputs and collaboration with senior colleagues Build strong rapport with clients and industry professionals; demonstrate effective communication and relationship skills Continuously expand market and portfolio management knowledge across diverse client scenarios and specialisms (e.g., Charities, Trusts) Embody RBC Brewin Dolphin values through working practices, challenge existing processes to improve client experience, and act with integrity to achieve fair outcomes; contribute to business development activities and support team growth while establishing positive, collaborative relationships with colleagues What do you need to succeed? Must-have Broad understanding of portfolio management, with previous experience as a Portfolio Manager or in a Portfolio Management support role under supervision of Portfolio Managers or Wealth Managers Has attained, or studying towards relevant industry qualifications e.g. CISI Level 7 Wealth Management Masters or CFA Adept at data analysis with strong proficiency in Excel and analytical tools If Certified Person - maintain SPS in line with professional body requirements Real team player, comfortable working as part of a team to deliver client outcomes 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 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. #RBCBD Job Skills Additional Job Details Address: 32 GALLOWGATE:NEWCASTLE UPON TYNE City: Newcastle Upon Tyne Country: United Kingdom Work hours/week: 35 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-06-19 Application Deadline: 2026-07-05 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. 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.

Responsibilities

Manage investment portfolios for high-net-worth individuals and institutional clients by creating customized wealth solutions. This includes analyzing client needs, producing high-quality proposals, and performing ongoing portfolio monitoring and review.