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For Companies At a Glance
- Tasks: Support client portfolio management 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: Make a real impact in wealth management and enhance client experiences.
- Qualifications: CISI Level 4 IAD and experience in financial services or client-facing roles.
- Other info: Dynamic role with opportunities for professional growth and collaboration.
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.
Associate Investment Manager in Glasgow 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
✨Tip Number 1
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. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, make sure to highlight your investment knowledge and any relevant experience. Be ready to discuss how you can contribute to their team and help them achieve their goals.
✨Tip Number 3
Prepare for interviews by researching Rathbones and understanding their investment process. Tailor your answers to reflect their values and demonstrate how you can enhance client experiences. Remember, it’s all about showing you’re the right fit for their culture!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and take the initiative to engage directly with us. Let’s get you on board!
We think you need these skills to ace Associate Investment Manager in Glasgow
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 that you’re genuinely excited about the role and how you can contribute to Rathbones' success.
Tailor Your CV and Cover Letter: Make sure to customise your CV and cover letter for the Associate Investment Manager position. Highlight relevant experiences and skills that align with the job description, so we can see why you’re a perfect fit!
Be Clear and Concise: Keep your application straightforward and to the point. Use clear language and avoid jargon where possible. We appreciate a well-structured application that’s easy to read and understand.
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’s super easy to do!
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.
✨Showcase Your Skills
Highlight your proficiency in relevant IT systems, especially MS Excel. Be prepared to discuss any experience you have with Python, even if it's just basic. If you've worked on projects or tasks that required strong analytical skills, make sure to mention those as well.
✨Engage and Communicate
Demonstrate your strong communication and interpersonal skills during the interview. Practice explaining complex investment concepts in simple terms, as this is crucial for client engagement. Remember, they want someone who can connect with clients and enhance their experience.
✨Be Proactive and Collaborative
Emphasise your proactive approach and ability to work collaboratively. Share examples of how you've contributed to team success or business development in previous roles. This will show that you're not just focused on individual performance but are also committed to the growth of the firm.
