Job Description
We have an excellent opportunity for a Portfolio Manager to join our London office on a permanent basis. You will be responsible for managing investment portfolios on behalf of high-net-worth individuals, families, and institutional clients. This role combines investment strategy, client relationship management, and performance analysis to deliver customised wealth solutions aligned with client objectives. This is a permanent, full-time role with 4 days in the office – perfect for someone who thrives in a flexible, relationship-driven environment.
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
- Understand and comply with all relevant regulations and principles as a Certified Person with the Regulator (where authorized)
- 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
- Ensure adherence to all RBC Brewin Dolphin policies and regulatory Codes of Conduct
What do you need to succeed?
- Likely to be degree educated
- Previous experience as a Portfolio Manager
- Has attained CISI Level 7 Wealth Management Masters or CFA qualified
- Where applicable Maintains SPS in line with professional body requirements
- If Certified Person – maintains 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
Employment Details
Address: 16 ST HELEN’S PLACE: LONDON
City: London
Country: United Kingdom
Work hours/week: 35
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: 2026-05-12
Application Deadline: 2026-05-26
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