At a Glance
- Tasks: Manage client portfolios and build strong relationships to ensure excellent outcomes.
- Company: Join Rathbones, a rewarding workplace focused on investing in your future.
- Benefits: Enjoy hybrid working, career progression, and the chance to share in our success.
- Other info: Collaborative culture with opportunities for mentorship and professional growth.
- Why this job: Make a real impact in investment management while developing your skills and expertise.
- Qualifications: Experience in investment management and strong client relationship skills required.
The predicted salary is between 50000 - 70000 £ 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.
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.
- 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.
Locations
Investment Manager in Cheshire, Warrington employer: Rathbones Group Plc
At Rathbones, we pride ourselves on being a rewarding employer that invests in the future of our people. Located in Liverpool, we offer a hybrid working environment that fosters collaboration and personal growth, with clear paths for career progression and opportunities to contribute to our success. Our supportive culture encourages mentorship and teamwork, making it an ideal place for talented individuals to thrive in their investment management careers.
