Associate Investment Manager

Associate Investment Manager

Department:
Investment Management

Hiring Manager:
Senior Investment Director

Contract Type:
Permanent

Supports the Wealth & Investment team in managing client portfolios and delivering exceptional client service. Develops advanced investment knowledge, technical skills, and commercial acumen. Plays an active role in business development, building networks, and contributing to the firm’s growth. This role builds on the foundation established as a Trainee, with increasing responsibility and autonomy, and prepares the individual for progression to Investment Manager and beyond.

• Assists in managing client portfolios and lifecycle processes under supervision.
• Ensures suitability through real-time client engagement. Understands investment objectives to seek good client outcomes.
• Proactively engages with clients and intermediaries, resolving issues and enhancing client experience.
• Collaborates with Financial Planners, Portfolio Managers and other Rathbones services to deliver holistic outcomes.

• Conducts investment research and contributes to team discussions.
• Assists with asset allocation, managing portfolios and ensuring they are managed to mandate.
• Progresses awareness and knowledge of Financial Planning, helping to identify potential areas for referral.
• Improves team technological capability, being prepared to develop and share expertise.

• Strong communication and interpersonal skills.
• Clear understanding and articulation of Rathbones proposition, investment process and Research capabilities.
• Proficiency in relevant IT systems.
• Ability to explain complex concepts in simple terms.
• Awareness of regulatory environment and compliance standards.
• Client‑centric and commercially aware.
• Proactive, collaborative, and accountable.
• Demonstrates integrity, attention to detail, and professionalism.
• Seeks feedback and strives for continuous improvement.

• CISI Level 4 IAD with both Securities and Financial Planning and Advice papers.
• Experience in financial services, investment, or client‑facing roles.
• Exposure to portfolio management, suitability reviews, and client reporting.
• Familiarity with business development activities and relationship management.

• A company pension – 9% non‑contributory or 10% if you contribute 5%.
• Private medical insurance – Individual on joining, family after 1 year’s service.
• Life assurance – 8 x salary.
• Company share scheme.
• Discretionary bonus.
• Flexible holidays – purchase up to 5 additional days.
• Green Car Scheme.
• Family‑friendly policies – enhanced family leave for parents & carers.
• Study support – study days and funding for courses and qualifications.
• Season travel ticket loans.
• Other voluntary benefits you can choose to suit you.

We are a Disability Confident Employer (level
2) under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. If you require adjustments to apply for a role at Rathbones, please contact us via  to let us know what adjustments you may need.

Will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don’t miss out.