At a Glance
- Tasks: Lead client relationships and manage investment portfolios for excellent outcomes.
- Company: Join a leading investment firm with a commitment to diversity and inclusion.
- Benefits: Enjoy a competitive pension, private medical insurance, and flexible holidays.
- Other info: Collaborative culture with opportunities for continuous improvement and professional 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 in London 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, ensuring our team members feel valued and supported. Our inclusive culture promotes diversity and encourages innovation, making it an ideal place for investment professionals looking to make a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Director in London
✨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. Make it clear how your experience aligns with their needs, especially in business development and client service. Confidence is key, so practice until it feels natural!
✨Utilise Our Website
Don’t forget to check out our website for job openings and resources. Applying directly through our site not only shows your interest but also gives you access to exclusive insights about the company culture and values. Let’s get you that dream job!
We think you need these skills to ace Investment Director in London
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, showing how you align with our values and the responsibilities outlined in the job description.
Showcase Your Achievements:Don’t just list your duties; share specific examples of your successes in managing client portfolios and driving business growth. We want to see how you've made a real impact in your previous roles!
Be Clear and Concise:Keep your application straightforward and to the point. Use clear language and avoid jargon where possible. We appreciate a well-structured application that’s easy to read and understand.
Apply Through Our Website:We encourage you to submit your application directly through our website. This ensures it reaches the right people and gives you the best chance of standing out in the process. Plus, it’s super easy!
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 services offered by the company. Brush up on your knowledge of market conditions, client objectives, and the regulatory framework. This will help you demonstrate your expertise and confidence during the interview.
✨Build Rapport
Since this role involves leading client relationships, practice your relationship-building skills. Be prepared to discuss how you've successfully managed client portfolios in the past and how you can apply that experience to foster strong connections with clients at the firm.
✨Showcase Your Growth Mindset
Highlight your commitment to continuous improvement and how you've contributed to business development in previous roles. Share specific examples of how you've identified growth opportunities and refined pitches, as this aligns perfectly with the firm's focus on growth initiatives.
✨Be a Team Player
Emphasise your collaborative approach and willingness to mentor junior team members. Discuss how you've worked closely with colleagues in the past to achieve common goals, as this will resonate well with the company's values and culture.
