Wealth Trainee

Hiring Manager: Senior Investment Director

Contract Type: Permanent

This is an entry level role in to Wealth Management designed to develop core knowledge of investment & portfolio management, client support and service, technical skills, as well as an awareness of financial planning and commercial acumen. This role provides a strong foundation in Wealth Management and builds an understanding of compliance, risk and business development. In this role you will work towards qualified status.

• Deliver a consistent, high-quality client experience through proactive engagement and clear communication using a Rathbones tone of voice.
• Support the team’s suitability requirements, including awareness of vulnerability.
• Develop an understanding of financial planning, investment management and other services to enable positive, integrated client outcomes.
• Develop an understanding of financial planning, investment management and other services to enable positive, integrated client outcomes.
• With support and supervision, interpret market conditions and contribute to investment discussions, model build and portfolio construction.
• Gain proficiency in systems (e.g. Fact Set, RID, Seismic) and prepare meeting packs, proposals and suitability documentation.
• Develop knowledge of quantitative methods, financial maths, statistics and economics

• Support the preparation of pitches, proposals, and performance reviews for prospective and existing clients.
• Participate in training on presentation skills, delivering the Rathbones pitch and wider industry awareness.
• Begin building an external network to support future referrals and commercial opportunities.
• Engage in shadowing, mentoring, and collaborative learning with peers and experienced colleagues.
• Attend research meetings, internal forums, and CPD events.
• Demonstrate a proactive approach to self-development and feedback.

• Exposure to financial services, investment, or client-facing environments.
• Experience preparing documentation, presentations, or reports as well as a skilled user of Excel
• Understanding of investment principles, risk frameworks, and regulatory environment.
• Strong analytical and research capabilities.
• Proficiency in financial systems and tools (e.g. Fact Set)
• Clear written and verbal communication skills.
• Client-centric mindset with a proactive approach to service.
• Collaborative, curious, and commercially aware.
• Demonstrates integrity, attention to detail, decision making skills and accountability.
• Seeks feedback and strives for continuous improvement.