Royal Bank of Canada
Job title:
Portfolio Management Assistant
Company
Royal Bank of Canada
Job description
Job SummaryJob DescriptionWhat is the opportunity?As the Portfolio Management Assistant, PH&N Investment Counsel, you will primarily be responsible for writing Investment Policy Statements and drafting client correspondence. You will also be involved in preparing presentations for the Portfolio Manager. In addition, you will be responsible for reviewing asset mix and researching tax and financial planning issues for the Client. For more information, please visit:What will you do?Identify, investigate, and resolve all client inquiries, administrative errors, etc. and ensure trades are processed accurately and on a timely basisManage all aspects of account opening and documentation and maintain records and files and attend client meetings as required.Proactively assist with client management of appointments and scheduled meetings / calls.By providing excellence in customer service, you will respond to all client inquiries, update client files as required and prepare client presentation materialYou will also be required to prepare meeting material in advance and attend client meetings as requiredResponsible for drafting correspondence, updating Investment Management Agreements and assisting in the preparation of Investment Policy LettersAssist with securities trading as required, and ensure daily reconciliation of trades are processedAssist with Business Development activities by: developing and managing marketing lists, helping with new account presentations, and preparing new prospect proposalsPrepare the Investment Policy Statements, and model, monitor and rebalance the portfolios.Ensure that compliance to client mandate and portfolio models are metAssist the Portfolio Manager and the team with any additional ad hoc administrative duties as needed.What do you need to succeed?Must HaveUniversity DegreeCompletion of either CIM or PFP or CFA Level 1Experience in TradingMinimum of 2 years’ experience in a similar roleAdvanced MS Office skills (Word, Excel, Power Point )Attention to detail, excellent oral and written skills, and technologically savvyNice to HaveSuccessful completion of CSCWhat’s 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 and flexible benefits, competitive compensation, commissions, and stock where applicableChallenging workVariety of assignmentsFinancial strength and a strong brandJob Skills Asset and Liability Management (ALM), Cash Management, Client Counseling, Competitive Markets, Financial Statement Analysis, Investment Management, Investment Risk, Market Risk, New Challenges, Results-OrientedAdditional Job DetailsAddress: 148 FULLARTON ST:LONDONCity: LONDONCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2024-12-09Application Deadline: 2025-01-06Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt 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.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.Join our Talent CommunityStay 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 .
Expected salary
Location
London, ON
Job date
Wed, 11 Dec 2024 00:21:00 GMT
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