At a Glance
- Tasks: Lead client relationships and manage investment portfolios for excellent outcomes.
- Company: Join Rathbones, a leading investment management firm with a collaborative culture.
- Benefits: Enjoy a competitive pension, private medical insurance, flexible holidays, and study support.
- Other info: Diverse and inclusive workplace committed to your growth and development.
- Why this job: Make a real impact in investment management while mentoring junior team members.
- Qualifications: Extensive investment management experience and strong client service skills required.
The predicted salary is between 80000 - 100000 € per year.
Location: London
Contract: Permanent
Working Pattern: Hybrid
About the role
In this role you will develop investment business and ensure good client outcomes by building strong relationships, managing client portfolios and contributing to the growth of the firm. The role involves leading client relationships, delivering excellent service, and actively participating in business development, mentoring and internal initiatives. It marks progression from the Associate role, with increased autonomy, strategic input, commercial awareness and impact. We are looking for a team player who will work closely with the existing Senior Investment Directors. This team oversees clients who have more invested with us than is typical across the business.
Responsibilities
- Client Service & Investment Management: 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. Build strong relationships with Rathbones Financial Planning, Portfolio Management and other internal services.
- Investment Strategy & Technical Expertise: Ensure investment portfolios are aligned with client objectives and market conditions. Conduct research and analysis to support client requirements and outcomes. Maintain strong understanding of the Rathbones proposition, commercial awareness of the wider market and clear knowledge of the regulatory framework.
- Business Development & Growth: Show evidence of growth of client book in line with firm strategy, personal business development plan and pipeline of new opportunities. Refine own Rathbones pitch and 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 contribute to committees, projects and business initiatives. Promote a collaborative culture and uphold the firm’s values and standards.
About you
- Extensive experience in investment management, including managing client portfolios.
- Demonstrated success in client service and business development.
- Level 7 qualification (CISI Chartered Wealth Manager preferred) and Level 4 IAD qualification.
- 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.
- Experience in client administration and regulatory compliance.
Our offer to you
- 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× 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 and carers
- Study support – study days and funding for courses and qualifications
- Season travel ticket loans
- Other voluntary benefits you can choose to suit you
Employment and Equality
We are committed to building a diverse, equal and inclusive workplace. We welcome applications from all backgrounds. We are a Disability Confident Employer (level 2) under the UK Government scheme. If you require adjustments to apply, please contact us via recruit@rathbones.com.
Investment Director employer: Rathbone Brothers
Rathbones is an exceptional employer, offering a dynamic work environment in London that fosters professional growth and collaboration. With a strong commitment to employee development, we provide extensive benefits including a generous pension scheme, private medical insurance, and flexible holiday options, all while promoting a culture of inclusivity and support. As an Investment Director, you will not only lead client relationships but also have the opportunity to mentor junior team members, ensuring a rewarding career path within a respected firm.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Director
✨Network Like a Pro
Get out there and connect with people in the investment world! Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues or mentors. Building relationships can open doors that a CV just can’t.
✨Show Off Your Expertise
When you get the chance to chat with hiring managers or during interviews, make sure to highlight your knowledge of investment strategies and market conditions. Share specific examples of how you've successfully managed client portfolios and delivered excellent outcomes.
✨Tailor Your Pitch
Craft a personal pitch that reflects your understanding of the firm’s values and goals. Be ready to discuss how you can contribute to their growth initiatives and enhance client relationships. Confidence is key, so practice until it feels natural!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It shows you're genuinely interested in joining our team and makes it easier for us to track your application. Plus, you’ll find all the latest opportunities right there!
We think you need these skills to ace Investment Director
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Investment Director role. Highlight your experience in investment management and client service, and show how you align with our values at StudySmarter.
Showcase Your Achievements:Don’t just list your responsibilities; share specific examples of how you've contributed to business growth or improved client outcomes. We love seeing quantifiable results that demonstrate your impact!
Be Authentic:Let your personality shine through in your application. We’re looking for a team player who fits well with our culture, so don’t be afraid to show us who you are and what makes you unique.
Apply Through Our Website:For the best chance of success, make sure to apply directly through our website. This way, we can easily track your application and ensure it gets the attention it deserves!
How to prepare for a job interview at Rathbone Brothers
✨Know Your Stuff
Make sure you have a solid understanding of investment management and the specific strategies relevant to the role. Brush up on your knowledge of Rathbones' offerings and the current market conditions. This will help you demonstrate your expertise and show that you're genuinely interested in the position.
✨Build Rapport
Since this role involves leading client relationships, practice building rapport during your interview. Be friendly, listen actively, and engage with your interviewers. Show them that you can connect with clients and colleagues alike, which is crucial for success in this position.
✨Showcase Your Achievements
Prepare to discuss specific examples of how you've successfully managed client portfolios and contributed to business growth in your previous roles. Use metrics and outcomes to illustrate your impact, as this will help you stand out as a candidate who can deliver excellent client outcomes.
✨Ask Insightful Questions
Come prepared with thoughtful questions about the firm’s culture, growth initiatives, and how they measure success in this role. This not only shows your interest but also gives you a chance to assess if the company aligns with your values and career goals.
