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For Companies At a Glance
- Tasks: Support client portfolios and deliver exceptional service while developing investment knowledge.
- Company: Join Rathbones, a rewarding workplace focused on investing in your future.
- Benefits: Clear career progression paths and opportunities to share in business success.
- Why this job: Gain hands-on experience in investment management and enhance your skills in a dynamic environment.
- Qualifications: CISI Level 4 IAD and experience in financial services or client-facing roles.
- Other info: Collaborative culture with a focus on professional growth and technological advancement.
The predicted salary is between 28800 - 48000 £ 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
In this role you will support the Wealth & Investment team in managing client portfolios and delivering exceptional client service. Develops advanced investment knowledge, technical skills, and commercial acumen. Plays 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:
- Assists in managing client portfolios and lifecycle processes under supervision.
- Ensures suitability through real-time client engagement.
- Understands investment objectives to seek good client outcomes.
- Proactively engages with clients and intermediaries, resolving issues and enhancing client experience.
- Collaborates with Financial Planners, IFAs and other Rathbones services to deliver holistic outcomes.
- Conducts investment research and contributes to team discussions.
- Assists with asset allocation, management of portfolios and ensuring they are managed to mandate.
- Progresses awareness and knowledge of Financial Planning, helping to identify potential areas for referral.
- Improves team technological capability, being prepared to develop and share expertise.
About you
If you meet some of these criteria and are excited about the role, we encourage you to apply:
- 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 able to prioritise workload effectively.
Essential: CISI Level 4 IAD with both Securities and Financial Planning and Advice papers.
Locations
Associate Investment Manager in Glasgow, Scotland employer: Rathbones Group Plc
Contact Detail:
Rathbones Group Plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Investment Manager in Glasgow, Scotland
✨Network Like a Pro
Get out there and connect with people in the investment world! Attend industry events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your investment knowledge and technical skills. Share specific examples of how you've contributed to team success or improved client experiences. We want to see your passion and expertise shine through!
✨Be Proactive
Don’t wait for job openings to come to you. Reach out to companies you admire, like Rathbones, and express your interest in future roles. A little initiative can go a long way in making a lasting impression and showing that you’re genuinely interested in being part of their team.
✨Apply Through Our Website
When you find a role that excites you, apply directly through our website. It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining us at Rathbones and contributing to our mission of investing in everyone’s tomorrow.
We think you need these skills to ace Associate Investment Manager in Glasgow, Scotland
Some tips for your application 🫡
Show Your Passion for Investment: When writing your application, let your enthusiasm for investment shine through! We want to see how you connect with Rathbones' mission and values. Share any relevant experiences that highlight your interest in managing client portfolios and delivering exceptional service.
Tailor Your CV and Cover Letter: Make sure to customise your CV and cover letter for the Associate Investment Manager role. Highlight your skills in investment research, client engagement, and teamwork. We love seeing how your unique background aligns with what we’re looking for!
Be Clear and Concise: Keep your application straightforward and to the point. Use clear language to explain your experiences and skills. We appreciate a well-structured application that makes it easy for us to see why you’d be a great fit for our team.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re serious about joining Rathbones!
How to prepare for a job interview at Rathbones Group Plc
✨Know Your Stuff
Make sure you have a solid understanding of Rathbones' investment process and their overall proposition. Brush up on your knowledge of financial services, portfolio management, and the regulatory environment. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Show Off Your Communication Skills
Since this role involves client engagement, practice explaining complex investment concepts in simple terms. You might be asked to demonstrate how you would communicate with clients or colleagues, so think about examples from your past experiences where you've successfully done this.
✨Be Proactive and Collaborative
Rathbones values teamwork and collaboration, so come prepared with examples of how you've worked effectively in a team setting. Think about times when you've taken the initiative to solve problems or improve processes, as this will highlight your proactive nature.
✨Prepare for Technical Questions
Given the technical aspects of the Associate Investment Manager role, be ready to discuss your proficiency in relevant IT systems, especially MS Excel. If you have any experience with Python, even if it's minimal, mention it! It shows you're keen to develop your technological skills further.
