Job Opportunities in Ireland

• 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.

• 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