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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 22000 - 30000 £ 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.
The Role:
- 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 Exeter 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 Exeter
✨Tip Number 1
Network like a pro! Reach out to people in the investment industry, especially those at Rathbones. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Prepare for interviews by practising common questions related to investment management. We recommend role-playing with a friend or using online resources to get comfortable with your answers.
✨Tip Number 3
Show your passion for the investment world! Keep up with the latest trends and news, and be ready to discuss them. This will demonstrate your commitment and knowledge during interviews.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining Rathbones and being part of our team.
We think you need these skills to ace Trainee Investment Manager in Exeter
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that are relevant to the Trainee Investment Manager role. Highlight your communication skills, attention to detail, and any experience in customer-facing roles. We want to see how you can contribute to our team!
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 your background aligns with our values at Rathbones. Keep it engaging and personal – we love to see your personality come through!
Showcase Your Interest: Demonstrate your knowledge of the investment industry in your application. Mention any recent developments or trends you've been following. This shows us that you're proactive and genuinely interested in the field, which is super important for this role.
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 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.