At a Glance
- Tasks: Support client portfolio management and enhance client experiences.
- Company: Join Rathbones, a leading investment firm with a focus on growth.
- Benefits: Full-time role with opportunities for professional development and career progression.
- Other info: Dynamic team environment with a focus on collaboration and innovation.
- Why this job: Gain advanced investment knowledge while making a real impact in client service.
- Qualifications: Experience in financial services and strong communication skills required.
The predicted salary is between 29700 - 36300 £ per year.
Role Title
Associate Investment Manager
Division
RIM
Location
Glasgow
Contract
Permanent
About the Role
In this role you will support the Wealth & Investment team in managing client portfolios and delivering exceptional client service.
Develop advanced investment knowledge, technical skills, and commercial acumen.
Play an active role in business development, building networks, and contributing to the firm’s growth.
This role builds on the foundation established as a Trainee, with increasing responsibility and autonomy, and prepares the individual for progression to Investment Manager and beyond.
- What you’ll be responsible for
- Assist in managing client portfolios and lifecycle processes under supervision.
- Ensure suitability through real‑time client engagement. Understand investment objectives to seek good client outcomes.
- Proactively engage with clients and intermediaries, resolving issues and enhancing client experience.
- Collaborate with Financial Planners, IFAs and other Rathbones services to deliver holistic outcomes.
- Investment skills and technical development
- Conduct investment research and contribute to team discussions.
- Assist with asset allocation, management of portfolios and ensuring they are managed to mandate.
- Progress awareness and knowledge of Financial Planning, helping to identify potential areas for referral.
- Improve team technological capability, being prepared to develop and share expertise.
About you
- Clear understanding and articulation of Rathbones proposition, investment process and Research capabilities.
- Proficiency in relevant IT systems with strong MS Excel skills.
- Strong communication and interpersonal skills.
- Ability to explain complex concepts in simple terms.
- Awareness of regulatory environment and compliance standards.
- Client‑centric and commercially aware.
- Proactive, collaborative, and accountable. Demonstrates integrity, attention to detail, and professionalism.
- Experience in financial services, investment, or client‑facing roles.
- Exposure to portfolio management, suitability reviews, and client reporting.
- Familiarity with business development activities and relationship management.
- Experience with Python is desirable, but not essential.
- Able to work to deadlines with strong time‑management skills and prioritise workload effectively.
- CISI Level 4 IAD with both Securities and Financial Planning and Advice papers.
- Seniority level
- Associate
- Employment type
- Full‑time
- Job function
- Accounting/Auditing, Finance, and Management
- #J-18808-Ljbffr
Associate Investment Manager in Glasgow employer: Rathbones
Rathbones is an exceptional employer, offering a dynamic work culture that prioritises collaboration and innovation in the heart of London. With a strong focus on employee growth, we provide ample opportunities for professional development and engagement initiatives that empower our team members to thrive. Join us to be part of a supportive community where your contributions are valued and impactful.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Investment Manager in Glasgow
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Rathbones. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Associate Investment Manager in Glasgow
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Rathbones.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Rathbones's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Rathbones
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Rathbones.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Rathbones will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Rathbones employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
