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Portfolio Manager

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Brewin Dolphin

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Location:
United Kingdom , London

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Category:
Banking

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Contract Type:
Not provided

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Salary:

Not provided
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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.

Job Responsibility:

  • 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

Requirements:

  • 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 we offer:
  • 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

Additional Information:

Job Posted:
May 14, 2026

Expiration:
May 26, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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