Job Description What is the opportunity?
We have an exciting opportunity for an Assistant Investment Manager to join our team in Dublin.
The successful candidate will be responsible for providing full support and assistance to our investment Managers.
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, depending on working arrangements.
What will you do?
Executes trades on instruction from Investment Manager, where appropriate.
Completes all work according to investment management procedures and standards, collates and verifies the accuracy of information and work provided.
Assists in preparation of review and new client meeting documentation.
Assist in fund selection, attend and organise fund manager meetings and select best in class funds to complement the existing fund composition.
Assist in the maintenance and construction of multi asset and multi-currency model portfolios and assist in the portfolio construction and rebalancing process.
There is limited client interaction at this stage, but any interaction should be maintained with RBC Brewin Dolphin's conduct and professionalism standards.
Maintain historical portfolio performance records and produce quarterly investment packs for internal and external users.
Participate in and minute committee meetings.
Supports business development through correct application of client processes and procedures.
Assists team members as required and works effectively with colleagues.
Understands and complies with all CBI/regulatory regulations and principles applying to an investment management role and adheres to Conduct Risk standards and all other Brewin Dolphin Policies and Procedures.
Understands RBC BD Values and Behaviours (RBC Blueprint) and consistently demonstrates them through their working practices and interactions with clients and colleagues.
Challenges existing processes and procedures to improve the client experience.
Always acts with integrity to achieve a fair client outcome, despite any challenges.
Takes on challenges where they know they can contribute to the success of a task / project.
What do you need to succeed?
Must-have Working towards QFA qualification as minimum.
Proven industry experience in Investment Management Support role or similar.
Ability to prioritise workload and identify when they need support to achieve goals.
Gaining an understanding of portfolio management, client advice processes and industry knowledge.
Maintains up to date knowledge of the market and regulation changes through Continuous Professional development (CPD).
Accuracy and attention to detail.
Strong numerical skills, advanced Excel expertise desirable.
Proven IT desktop skills especially Microsoft Office, with Word and PowerPoint proficiency desirable.
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.
Nice-to-have Existing knowledge of RBC Brewin Dolphin culture and values.
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: 1 SHELBOURNE ROAD:DUBLIN City: Dublin Country: Ireland Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: ********** Application Deadline: ********** 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.