Job Opportunities in Ireland


September 10, 2024

Brewin Dolphin

Dublin


Career Opportunities: Assistant Investment Manager (18019)

RBC Brewin Dolphin is one of the UK's leading independent providers of discretionary wealth management. We offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds

We specialise in helping clients protect and grow their wealth by creating financial plans and investment portfolios that meet personal and professional ambitions and aspirations. Our services range from a simple execution only online service to bespoke discretionary investment management including retirement planning.

About this opportunity:

We have an exciting opportunity to join our Dublin office as an Assistant Investment Manager on a permanent basis.

Responsibilities Include:

  • Developing knowledge of Investment Management, the wider business offering and the Financial Services sector
  • Supports Investment Manager(s) in production of portfolio proposals, reviews and associated
  • Executes trades on instruction from Investment Manager, where appropriate
  • Completes all work according to procedures and standards
  • Collates and verifies the accuracy of information and work provided
  • Assists in preparation of review and new client meeting documentation
  • Supports business development through correct application of client processes and procedures
  • Assists team members as required and works effectively with colleagues
  • Information giver – providing client with information and not advice
  • Limited client interaction at this stage, but any interaction should be maintained with RBC Brewin Dolphin’s conduct and professionalism standards
  • Understands and complies with all CBI/regulatory regulations and principles applying to an investment management role.
  • Adheres to Conduct Risk standards and all other Brewin Dolphin Policies and Procedures
  • Understands RBC BD Values 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
  • You agree to comply with any reasonable instructions or regulations issued by the company from time to time including those set out in the staff handbooks and all other group policies.

Skills / Experience:

  • Expected to have 2 years of industry experience in an IM support role or similar
  • Attained relevant degree qualification or equivalent
  • Working towards QFA qualification as minimum
  • 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
  • Proven desktop skills especially Microsoft Office, with Excel and Power Point 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
  • Demonstrates the RBC BD values and leadership model behaviours

RBC Brewin Dolphin is proud to be an equal opportunity employer. We are committed to recruiting and developing a diverse workforce, inclusive of race, religion, age, gender, sexual orientation, and disability. If you have particular requirements in relation to accessibility or mobility during the recruitment process, please let us know and we will do our best to make suitable adjustments.

To start your journey with us, please click the “Apply” button below. The closing date for applications is 24/09/2024. Some of our vacancies receive high numbers of applications and we may decide to close this sooner, so we would encourage you to apply as early as possible.

RBC Group do not accept agency resumes. Please do not forward resumes to our employees, or 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 resumes. Please contact the recruitment team.

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