Investment Manager

What you’ll be responsible for Client Service & Investment Management

• Take responsibility to seek excellent client outcomes through proactive service, management of
• portfolios, and suitability oversight.
• Lead client relationships and ensure timely, high-quality interactions, communication and
• documentation.
• Collaborate with internal and external professional contacts to deliver holistic wealth solutions.
• Strong relationships with Rathbones Financial Planning, Portfolio Management and other internal
• services.

• Ensure investment portfolios aligned with client objectives and market conditions.
• Thorough understanding of Rathbones investment process, conduct additional research and
• analysis to support client requirements and outcomes.
• Maintain strong understanding of Rathbones proposition, commercial awareness of the wider
• market and clear knowledge of the regulatory framework.

• Evidence growth of client book in line with firm strategy, as well as personal business development
• plan and pipeline of new opportunities.
• Refine own Rathbones pitch, being able to deliver with confidence and clarity.
• Demonstrate commercial awareness and contribute to the firm’s growth initiatives.
• Mentor and support junior team members, sharing expertise and fostering development.
• Actively participate in internal forums and be prepared to contribute to committees and business
• projects as required.
• Promote a collaborative culture and uphold the firm’s values and standards.

• Strong and well-established client and investment management skills.
• Proficiency in research, analysis, and IT systems.
• Excellent communication and relationship-building abilities.
• Commercial awareness and ability to identify growth opportunities.
• Client‑centric mindset with integrity and professionalism.
• Collaborative and proactive approach to team and firm initiatives.
• Ownership, accountability, and attention to detail.
• Active listening and adaptability.
• Commitment to continuous improvement and feedback.
• Background in investment management with experience managing portfolios.
• Demonstrated success in client service and business development.
• Level 7 qualification (CWM preferred) and Level 4 IAD qualification.
• Experience in client administration and regulatory compliance.