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- Tasks: Manage client portfolios and build strong relationships to ensure excellent investment outcomes.
- Company: Join Rathbones, a leading UK wealth manager with a collaborative culture.
- Benefits: Enjoy flexible holidays, private medical insurance, and a generous pension scheme.
- Why this job: Make a real impact in clients' lives while developing your career in investment management.
- Qualifications: Experience in investment management and strong client service skills required.
- Other info: Be part of a diverse team with opportunities for growth and community involvement.
The predicted salary is between 43200 - 72000 £ per year.
Department: Investment Management - Charities
Job Category: Front Office
Location: London, GB, EC2V 7QN
Date: 4 Mar 2026
At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns – it’s about helping people feel confident in their decisions and supported in their future. We don’t just manage money, we guide people through life’s big moments, helping them stay on track and focus on what matters most.
We’re proud to be one of the UK’s leading wealth managers, with over £109bn in assets under management and 20+ offices across the UK and Channel Islands. We’re a FTSE 250 company with national reach and a local feel – and we’re growing.
Role Title: Investment Manager
Division: Charities
Location: London
Contract: 12 Months Fixed Term
Hiring Manager: Senior Investment Director (Charities)
Working pattern: Hybrid
About the Role
To 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, and commercial awareness and impact.
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.
- Investment Strategy & Technical Expertise
- 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.
- Business Development & Growth
- 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.
- Team Contribution & Leadership
- 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.
About you
- 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.
Professional experience and qualifications
- 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.
Our offer to you
We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong. We offer a comprehensive remuneration package, which we review regularly, and benefits include:
- 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
Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include: Sports & Social Committees, such cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more. Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Menopause Matters@Rathbones’ and Armed Forces. The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.
Life at Rathbones
We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.
We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.
We’re a Level 2 Disability Confident Employer 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. Find out more about the Government Scheme online.
If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability, neurodiversity or other protected characteristic, just let us know by emailing us at recruit@rathbones.com.
Mission
We believe in playing the long game. That means building consistent results, earning trust and doing the right thing — for our clients, our colleagues and the communities we’re part of.
Our values shape how we work:
- We aim high
- We get it done
- We show we care
- We do the right thing
These aren’t just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last.
We 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.
Investment Manager employer: Rathbone Brothers
Contact Detail:
Rathbone Brothers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management field, especially those who might have insights into Rathbones. A friendly chat can open doors and give you a leg up in the application process.
✨Tip Number 2
Prepare for interviews by researching Rathbones thoroughly. Understand their values and how they align with your own. This will help you articulate why you're a great fit for the Investment Manager role and show that you care about their mission.
✨Tip Number 3
Practice your pitch! You’ll need to demonstrate your commercial awareness and ability to identify growth opportunities. Rehearse how you would present your ideas clearly and confidently, just like you would in a client meeting.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the Rathbones team and ready to contribute to their growth initiatives.
We think you need these skills to ace Investment Manager
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Investment Manager role. Highlight your relevant experience in client service and investment management, and show how you align with Rathbones' values.
Showcase Your Skills: Don’t just list your qualifications; demonstrate how your skills in research, analysis, and relationship-building can contribute to Rathbones. Use specific examples to illustrate your achievements and impact.
Be Authentic: Let your personality shine through in your application. Rathbones values integrity and professionalism, so be genuine about your experiences and what drives you in the investment management field.
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way to ensure your application gets the attention it deserves and helps us get to know you better!
How to prepare for a job interview at Rathbone Brothers
✨Know Your Stuff
Make sure you have a solid understanding of Rathbones' investment process and the specific needs of charities. Brush up on your knowledge of market conditions and how they affect client portfolios. This will show that you're not just interested in the role, but that you’re genuinely invested in helping clients achieve their goals.
✨Build Rapport
During the interview, focus on building a connection with the hiring manager. Ask insightful questions about their approach to client relationships and share your own experiences in managing portfolios. This will demonstrate your strong communication skills and client-centric mindset, which are crucial for the Investment Manager role.
✨Showcase Your Growth Mindset
Be prepared to discuss how you've contributed to business development in previous roles. Highlight specific examples where you've identified growth opportunities or refined pitches. This will illustrate your commercial awareness and commitment to continuous improvement, aligning perfectly with Rathbones' values.
✨Emphasise Team Spirit
Rathbones values collaboration, so be ready to talk about how you've mentored others or contributed to team initiatives. Share stories that reflect your proactive approach and ability to foster a supportive environment. This will resonate well with their emphasis on teamwork and leadership.