What is the opportunity?
We have an exciting opportunity for an Associate, Investment Manager to join the team in our Jersey office.
The role of Associate, Investment Manager is an integral part of the Private Wealth investment offering to external and internal stakeholders and clients. The Investment Manager team provide ongoing investment services to private clients and trust companies both locally in Jersey and internationally. The team manage predominantly Discretionary portfolios with the opportunity to assist with some of the Advisory portfolios run by the
Senior Investment Managers on the team.
This is a permanent, full-time role with 4 days in the office (Jersey) - perfect for someone who thrives in a flexible, relationship-driven environment.
What will you do?
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Working with the Investment Directors in promoting and providing the capabilities of the Private Wealth Investments team with a focus on the core scalable managed investment solutions.
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The Investment Manager Team proactively support Relationship Managers with client acquisition and existing client retention including annual reviews, deal reviews, joint meetings, client events etc.
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Support the Investment Directors in managing a book of allocated Discretionary client portfolios and relationships, primarily by taking ownership of the admin (payments, queries, fees, closures, account opening, etc) that come through the team inbox and providing admin support for annual reviews such as preparation of the suitability letters and investment documents.
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There is the opportunity within this role to progress and take on a portfolio of clients in your own name if desired, after sufficient training.
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When required, manage transaction orders ensuring deal entry accuracy.
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Strive to be a technical expert across all investment asset classes and investment products.
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Cascade the investment house views, ideas and insights to RMs, Trustees and clients, as appropriate.
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Keep accurate records of all client correspondence, KYC and documentation on central record keeping systems, Salesforce and Content Manager as required.
What do you need to succeed?
Must have
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Ideally level 4 qualified or studying towards it.
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Targeting level 6 (CISI PCIAM or equivalent).
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Investment/securities dealing experience.
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Awareness of different asset classes and products including equities, bonds, hedge funds, FX, structured products.
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Microsoft Office (excel, word and PowerPoint) are of primary importance
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An understanding of the workings of financial markets
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.
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Leaders who support your development through coaching and managing opportunities.
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Opportunities to work with the best in the field.
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Ability to make a difference and lasting impact.
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Work in a dynamic, collaborative, progressive, and high-performing team.
Agency Notice
RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor 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 resumés. Please contact the Recruitment function for additional details.
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Job Skills
Additional Job Details
GASPÉ HOUSE, 66-72 ESPLANADE:SAINT HELIER
Saint Helier
Jersey
36.25
Full time
WEALTH MANAGEMENT
Regular
Salaried
2026-06-19
2026-07-03
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
