Job Summary

Job Description

What is the opportunity?

The team are looking for an Assistant Investment Manager to join them on a permanent basis to work in the agent/intermediary’s team. They are seeking an enthusiastic and knowledgeable expert, with previous experience managing clients on behalf of intermediaries.

What will you do?

Support the Investment Manager(s) in production of portfolio proposals, reviews, responding to client queries and associated client administration.

Implement rebalancing and remodeling of client investment portfolios in conjunction with Investment Manager.

Attend client meetings with Investment Manager, prepare meeting documentation and PowerPoint presentations, review notes and action points from these meetings and implement accordingly.

Executes trades on instruction from Investment Manager where appropriate.

Complete all work according to procedures and standards.

Attend fund manager and management of listed PLC research meetings with Investment Manager and prepare summary notes for the internal use of the team of Investment Managers.

Support business development through correct application of client processes and procedures.

Assist team members as required and work effectively with colleagues.

Understand and comply with all CBI/regulatory regulations and principles applying to an investment management role.

What do you need to succeed?

Must-have

Proven industry experience.

Working towards QFA qualification.

Nice-to-have

Ability to work on your own initiative to achieve required results.

Collaborative and inclusive approach to work

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 and hybrid 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

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:

2025-02-03

Application Deadline:

2025-02-17

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 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.
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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.

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