At a Glance
- Tasks: Manage client portfolios, build relationships, and drive business growth in investment management.
- 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: Be part of a 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, strong communication skills, and a client-centric mindset.
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.
- 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.
Investment Manager in Liverpool 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 culture emphasises mentorship, teamwork, and a commitment to delivering exceptional client outcomes, making it an ideal place for those seeking a meaningful and impactful career in investment management.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Manager in Liverpool
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Rathbones Group Plc, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Rathbones Group Plc.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Rathbones Group Plc.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Rathbones Group Plc, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Investment Manager in Liverpool
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Rathbones Group Plc want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Rathbones Group Plc.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Rathbones Group Plc will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Rathbones Group Plc. Numbers speak louder than words!
How to prepare for a job interview at Rathbones Group Plc
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Rathbones Group Plc want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withRathbones Group Plc.
