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- Tasks: Support the Investment Management team and enhance client experiences through effective communication.
- Company: Join Rathbones, a rewarding workplace focused on investing in your future.
- Benefits: Permanent position with hybrid working, career progression, and a chance to share in our success.
- Why this job: Kickstart your career in investment management and make a real impact on clients' financial futures.
- Qualifications: Strong communication skills, attention to detail, and a keen interest in investments.
- Other info: Dynamic team environment with opportunities for professional growth and industry knowledge.
The predicted salary is between 24000 - 36000 £ per year.
A rewarding place to work. At Rathbones, we invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business.
Supports the Investment Management team in the management and ownership of client lifecycle processes (onboarding, transfers, payments, account amendments, data maintenance, reporting, closures and estate distribution) to ensure an excellent client experience delivered.
Outcomes of the Role
- Delivers excellent client experience by engaging with clients and intermediaries (in an information-giver capacity), pre-empting issues, taking initiative to resolve and using a consistent Rathbones tone of voice.
- Assists the IM team in ensuring Suitability, which requires: annual real-time engagement with the client; clear understanding of their investment aims, personal/financial circumstances, investment risk appetite and their knowledge and experience of investment products and services; awareness of any vulnerability.
- Enables business growth by assisting with activities for prospective and existing clients (e.g. proposals, presentations, performance reviews, cost illustrations).
- Builds relationships with external partners by initiating trades and corporate events under Investment Management team instruction and guidance.
- Contributes to the development of the team by building relationships with the team (and wider functions) and sharing knowledge/business updates.
- Assists with Investment Management team asset allocation and model work via RID.
- Assists with the preparation of STAR reports for non-discretionary clients.
- Assists team with company research, compiling literature and coordinating/contributing to research meetings.
- Supports the management and coordination of the Annual Portfolio Review and Investment Admin data for the Investment Management team.
Knowledge, Skills and Experience
Essential:
- Good communicator, able to manage expectations with colleagues and clients.
- Detail orientated and organised with strong numerical competency.
- Strong collaborator, able to thrive in a team and work well autonomously.
- Knowledge and a keen interest in the investment industry and investment products.
- Keeps up to date with industry developments (e.g. products, legislation and regulation).
- Working knowledge of asset classes and the investment process.
- Strong IT literacy and ability to adapt to new systems.
- Experience in a customer facing role.
- A proactive self-starter and quick learner.
Advantageous:
- Progress towards industry specific qualifications e.g. Level 4 Investment Advice Diploma.
- Prior experience in Wealth Management industry.
Trainee Investment Manager in Birmingham employer: Rathbones Group Plc
Contact Detail:
Rathbones Group Plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Investment Manager in Birmingham
✨Tip Number 1
Network like a pro! Reach out to people in the investment industry, attend events, and connect on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that Trainee Investment Manager role.
✨Tip Number 2
Prepare for interviews by researching Rathbones and understanding their values. We want to see your passion for investment management, so be ready to discuss how you can contribute to delivering an excellent client experience.
✨Tip Number 3
Show off your skills! If you have any relevant projects or experiences, bring them up during conversations. We love seeing how you’ve applied your knowledge in real-world situations, especially in customer-facing roles.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for future talent, so make sure you put your best foot forward!
We think you need these skills to ace Trainee Investment Manager in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Trainee Investment Manager role. Highlight your communication skills, attention to detail, and any relevant experience in customer-facing roles.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the investment industry and how you can contribute to Rathbones. Keep it engaging and personal – we want to see your personality!
Showcase Your Knowledge: Demonstrate your understanding of the investment process and current industry trends in your application. Mention any relevant qualifications or coursework that shows your commitment to learning and growing in this field.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of success. It’s straightforward, and you’ll be able to keep track of your application status easily. Plus, we love seeing applications come through our own channels!
How to prepare for a job interview at Rathbones Group Plc
✨Know Your Stuff
Make sure you brush up on your knowledge of the investment industry. Familiarise yourself with key concepts, asset classes, and recent developments. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Showcase Your Communication Skills
As a Trainee Investment Manager, you'll need to communicate effectively with clients and colleagues. Practice articulating your thoughts clearly and concisely. Consider doing mock interviews with friends or family to refine your delivery.
✨Demonstrate Attention to Detail
Since the role requires strong organisational skills and numerical competency, be prepared to discuss examples from your past experiences where you've successfully managed details. Highlight any relevant projects or tasks that showcase your meticulous nature.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the team dynamics, company culture, or specific challenges the Investment Management team is currently facing. This shows your enthusiasm and helps you gauge if the company is the right fit for you.