Portfolio Manager - Court of Protection Team
Portfolio Manager - Court of Protection Team

Portfolio Manager - Court of Protection Team

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage and monitor investment portfolios for diverse clients, balancing risk and return.
  • Company: Join Rathbones, a leading UK wealth manager with a collaborative culture.
  • Benefits: Enjoy competitive pay, flexible holidays, private medical insurance, and study support.
  • Why this job: Make a real impact in clients' lives while developing your career in finance.
  • Qualifications: Experience in portfolio management and strong analytical skills required.
  • Other info: Be part of a diverse team committed to inclusion and professional growth.

The predicted salary is between 36000 - 60000 £ per year.

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.

About the Role

Working as part of a dedicated Portfolio Management team to construct, manage and monitor investment portfolios for a wide and varied client base (individuals, institutions and funds) to achieve financial goals whilst balancing risk and return. Collaborate and work in partnership with the investment management teams to ensure desired client outcomes are met.

What you’ll be responsible for:

  • Investment Strategy, Portfolio Construction and Technical Expertise: Using systems, tools and knowledge to define and implement investment strategies based on clients’ risk tolerance, financial goals and investment horizons. Ensure investment portfolios aligned with client objectives and market conditions. Select specific asset and determine the optimal asset allocation to build the portfolio. Maintain strong understanding of Rathbones proposition, commercial awareness of the wider market and clear knowledge of the regulatory framework.
  • Market and Performance Monitoring: Continuously monitor financial markets, economic trends and geopolitical events to ensure informed investment recommendations can be made. Track the performance of aligned portfolios and recommend/make adjustments as needed. Identify, assess and manage risks associated with investments.
  • Client Engagement: Partnering effectively with IMs where PM input required in support of client meetings and client relations. Ability to clearly explain investment strategies, performance and recommendations to clients.
  • Business Performance & Growth: Deliver strong, consistent, risk-adjusted investment performance, aligned to the central Rathbones investment philosophy. Demonstrate commercial awareness and contribute to the firm’s growth initiatives. Mentor and support junior team members, sharing expertise and fostering development.

About you:

  • Experience of managing portfolios at scale.
  • Demonstrated success in client service and contribution to business performance.
  • Level 7 qualification CWM or CFA (CWM preferred).
  • Strong research and analytical skills, paired with a solid understanding of asset classes.
  • Ability to take personal responsibility, exhibit good judgement and to consult with others on more complex portfolio situations.
  • Commitment to continuous improvement and feedback.

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

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.

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.

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.

Portfolio Manager - Court of Protection Team employer: Rathbone Brothers

At Rathbones, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that fosters professional growth and development. Our London office provides a dynamic environment where you can thrive, with comprehensive benefits including a generous pension scheme, private medical insurance, and flexible holiday options. Join us to be part of a passionate team dedicated to making a meaningful impact in wealth management while enjoying the advantages of a FTSE 250 company committed to your success.
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Contact Detail:

Rathbone Brothers Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Portfolio Manager - Court of Protection Team

✨Tip Number 1

Network like a pro! Reach out to your connections in the finance and investment sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on that perfect Portfolio Manager role!

✨Tip Number 2

Prepare for interviews by brushing up on your knowledge of Rathbones and their investment strategies. Familiarise yourself with their values and how they align with your own. This will help you stand out as someone who truly gets what they’re about.

✨Tip Number 3

Practice your pitch! Be ready to explain your portfolio management experience and how it can benefit Rathbones. Use specific examples to showcase your skills in client engagement and risk management – this is your time to shine!

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining the Rathbones team. So, get that application in and let’s make it happen!

We think you need these skills to ace Portfolio Manager - Court of Protection Team

Portfolio Management
Investment Strategy
Risk Assessment
Client Engagement
Financial Analysis
Regulatory Compliance
Quantitative Methods
Asset Allocation
Performance Monitoring
Analytical Skills
Communication Skills
Commercial Awareness
Mentoring
Adaptability
Continuous Improvement

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter for the Portfolio Manager role. Highlight your experience in managing portfolios and how it aligns with Rathbones' values and mission. We want to see how you can contribute to our team!

Showcase Your Skills: Don’t hold back on showcasing your analytical skills and understanding of investment strategies. Use specific examples from your past experiences that demonstrate your ability to achieve financial goals while balancing risk and return. This is your chance to shine!

Be Clear and Concise: When writing your application, keep it clear and to the point. Avoid jargon and make sure your passion for wealth management comes through. We appreciate straightforward communication, so let’s keep it simple and effective!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role and our company culture there!

How to prepare for a job interview at Rathbone Brothers

✨Know Your Investment Strategies

Before the interview, brush up on various investment strategies and how they align with client goals. Be ready to discuss how you would construct a portfolio based on different risk tolerances and financial objectives.

✨Stay Updated on Market Trends

Make sure you're aware of current market conditions, economic trends, and geopolitical events. This knowledge will help you demonstrate your ability to make informed investment recommendations during the interview.

✨Showcase Your Client Engagement Skills

Prepare examples of how you've successfully engaged with clients in the past. Highlight your ability to explain complex investment strategies clearly and how you've contributed to client satisfaction and retention.

✨Demonstrate Team Collaboration

Rathbones values collaboration, so be ready to discuss how you've worked effectively within a team. Share experiences where you've partnered with colleagues to achieve client outcomes or contributed to business growth initiatives.

Portfolio Manager - Court of Protection Team
Rathbone Brothers
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