At a Glance
- 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.
- Other info: Dynamic team environment with opportunities for professional growth and industry knowledge.
- 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.
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
At Rathbones, we pride ourselves on being a rewarding employer that invests in the future of our people. Located in Belfast, we offer a hybrid working environment that fosters collaboration and personal growth, with clear paths for career progression and opportunities to share in our business's success. Join us to be part of a supportive culture that values your contributions and encourages continuous learning in the dynamic investment management sector.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Investment Manager in Exeter
✨Get Involved in Investment Communities
Join local investment clubs or online forums focused on asset management. Engaging with these communities can give you insights into the industry and might even open doors for referrals when companies like Rathbones Group Plc are looking for trainees.
✨Attend Finance and Asset Management Events
Make it a point to attend finance-related meetups, workshops, or networking events in your area. These are golden opportunities to meet professionals from the asset management field and get your face known, which can set you apart when applying to places like Rathbones Group Plc.
✨Leverage Your University Career Services
Don’t overlook your university's career services! They often have exclusive partnerships with companies in asset management and can help you find trainee openings first. Plus, they may host career fairs where you can meet recruiters from firms like Rathbones Group Plc.
✨Tailor Your Approach When Applying
When applying for the trainee position at Rathbones Group Plc, make sure you highlight any relevant coursework or projects related to investment and asset management. This shows your genuine interest and readiness to step into a role that could jumpstart your career.
We think you need these skills to ace Trainee Investment Manager in Exeter
Some tips for your application 🫡
Show Off Your Analytical Skills:In investment and asset management, hiring managers love to see strong analytical skills. When crafting your CV, make sure to highlight any relevant coursework, projects, or internship experiences where you demonstrated your ability to analyse data or contribute to investment strategies. Use specific examples to showcase your analytical thought process and quantitative skills.
Quantify Your Achievements:In this field, numbers speak louder than words. When listing your past experiences, try to quantify your achievements. For instance, mention the percentage by which you improved a project's outcome or how you contributed to a team achieving specific goals. This gives potential employers a clearer picture of your impact and capabilities.
Tailor Your Cover Letter for Learning Potential:As a trainee, the emphasis should be on your motivation to learn and grow in the investment-asset-management field. In your cover letter, express why you are excited about joining Rathbones Group Plc specifically, and discuss how this role aligns with your career aspirations. Show that you’re eager to soak up knowledge and contribute positively to the team.
Polish Your CV with Relevant Coursework:Don’t forget to include relevant coursework and any finance or investment certifications you've completed on your CV. This is especially important for a trainee position as it showcases your foundational knowledge in the field. Make sure to highlight any projects or case studies that are applicable, so Rathbones Group Plc can see you’ve got the basics down!
How to prepare for a job interview at Rathbones Group Plc
✨Brush Up on Financial Modelling
In investment asset management, having a firm grasp of financial modelling is crucial. Before your interview with Rathbones Group Plc, make sure you can confidently discuss your understanding of key financial concepts and perhaps even run through a basic model or two. Being able to showcase your analytical skills will definitely impress them!
✨Study Current Market Trends
Make sure to stay updated on current market trends and economic news. During your trainee interview, you might be asked about how these trends can affect investments. Being well-versed in recent events not only shows your interest in the field but also prepares you to discuss relevant case studies or examples when asked.
✨Show Your Willingness to Learn
As a trainee, what they're really looking for is your potential to grow in the role. Be ready to talk about your eagerness to learn and adapt. Share examples from your studies or any relevant experience that highlight your commitment to becoming a knowledgeable professional in asset management.
✨Have Clear Questions Prepared
Towards the end of the interview at Rathbones Group Plc, you'll likely have a chance to ask questions. Prepare thoughtful queries about their training process or the types of projects you'll be involved in. This not only shows your interest but also gives you insight into what your day-to-day will look like in this trainee role.
