Associate Portfolio Manager

Job Summary Job Description What is the opportunity? We have an excellent opportunity for an Associate Portfolio Manager to join our Leeds office on a permanent basis. The team takes responsibility for producing robust portfolio proposals and analytical information in support of colleagues in advisory roles under the supervision of more senior Portfolio Managers and Investment Managers. The right candidate will be professional and enthusiastic, with a willingness to learn and develop. What will you do? Assist Portfolio Managers and Investment Managers in ensuring portfolios are constructed in compliance with TCF principles. Work closely with the Research team to understand their investment guidelines. Support Investment Managers and Portfolio Managers to track funds against client's objectives and risk profile. Execute trades on instruction from Management. Support client delivery under the guidance of Management. Assist in preparation of review and new client meetings. Support senior

team members as required to contribute to the completion of tasks in a timely manner and to a high standard. Provide guidance to more junior team member. What do you need to succeed? Must-have Broad understanding of portfolio management. Maintains up to date knowledge of the market and regulation changes through Continuous Professional development (CPD). Strong numerical and analytical skills. Nice-to-have Working towards or attained CISI Level 7 Wealth Management Masters or equivalent. 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. 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. 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. #RBCBD Job Skills Cash Management, Client Counseling, Competitive Markets, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented Additional Job Details Address: 10 WELLINGTON PLACE:LEEDS City: Leeds Country: United Kingdom Work hours/week: 35 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-03-20 Application Deadline: 2025-04-03
Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities. We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process. 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
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