# Portfolio Management Assistant at RBC

RBC is hiring a Portfolio Management Assistant in Cardiff, United Kingdom. Level rates it Little AI ●○○○; you can [apply on Level](https://jobsbylevel.com/go/884b4097-431f-4ebd-b4ef-fad3b0b3d12a?utm_medium=ai-agent).

AI Level 1, AI centrality 0 out of 100. 2 CENTRAL SQUARE:CARDIFF.

## Details

- Company: [RBC](https://jobsbylevel.com/companies/rbc)
- AI level: AI Level 1 (score 0 out of 100)
- Location: 2 CENTRAL SQUARE:CARDIFF
- Posted: October 15, 2026
- Apply: https://jobsbylevel.com/go/884b4097-431f-4ebd-b4ef-fad3b0b3d12a?utm_medium=ai-agent

## Prepare for this job

The job page lists 4 likely interview questions for this offer, with a CV checklist: https://jobsbylevel.com/jobs/portfolio-management-assistant-at-rbc-980bef

## Description

Job Description What is the opportunity? We have an excellent opportunity for a Portfolio Management Assistant to join our Cardiff office on a permanent basis. In this role you’ll gain hands-on experience across the full wealth management lifecycle – from portfolio proposals and client reviews to trade execution and business development. This is a great opportunity to develop deep expertise in asset allocation, stock selection and client portfolio composition, while building a strong foundation in Wealth Management. RBC’s expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely. What will you do? Develop your knowledge of Wealth Management, the wider business offering and the Financial Services sector. Support the Portfolio Manager(s) and Wealth Manager(s) in production of portfolio proposals, reviews and associated client administration. Execute trades on instruction from CP Portfolio Manager or Wealth Manager, where appropriate. Completes all work according to procedures and standards. Collates and verifies the accuracy of information and work provided. Assists in preparation for a new client meeting. Supports business development through correct application of client processes and procedures. Assists team members as required and works effectively with colleagues. What do you need to succeed? Must-have An understanding of portfolio management, client advice processes and industry knowledge. Accuracy and attention to detail. Strong numerical skills. Clear and concise communication skills. undefined Nice-to-have Minimal experience in Wealth Management. A-level (or equivalent) or degree educated. Maintains up to date knowledge of the market and regulation changes. 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. 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 Customer Service Management, Interpersonal Relationship Management, Office Tools, Product Knowledge, Product Services, Sales, Sales Activities, Sales Support, Sales Systems, Teamwork Additional Job Details Address: 2 CENTRAL SQUARE:CARDIFF City: Cardiff Country: United Kingdom Work hours/week: 35 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-10-15 Application Deadline: 2026-10-29 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

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/portfolio-management-assistant-at-rbc-980bef

Source: https://jobsbylevel.com/jobs/portfolio-management-assistant-at-rbc-980bef

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