At a Glance
- Tasks: Lead client relationships and manage investment portfolios for optimal outcomes.
- Company: Join Rathbones, a leading wealth manager with a strong community focus.
- Benefits: Enjoy flexible holidays, private medical insurance, and a generous pension scheme.
- Other info: Be part of a diverse team that values collaboration and continuous improvement.
- Why this job: Make a real impact in clients' lives while growing your career in investment management.
- Qualifications: Extensive investment management experience and strong client service skills required.
The predicted salary is between 80000 - 100000 € per year.
This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board. At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns - it's about helping people feel confident in their decisions and supported in their future. We don't just manage money, we guide people through life's big moments, helping them stay on track and focus on what matters most. We're proud to be one of the UK's leading wealth managers, with over £109bn in assets under management and 20+ offices across the UK and Channel Islands. We're a FTSE 250 company with national reach and a local feel - and we're growing.
About the Role
In this role you will 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, commercial awareness and impact.
We are looking for a team player who will work closely with the existing Senior Investment Directors. This team oversees clients who have more invested with us than is typical across the business.
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.
- Build strong relationships with Rathbones Financial Planning, Portfolio Management and other internal services.
- 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
If you meet some of these criteria and are excited about the role, we encourage you to apply.
- Extensive experience in investment management, including managing client portfolios.
- Demonstrated success in client service and business development.
- Level 7 qualification (CISI Chartered Wealth Manager preferred) and Level 4 IAD qualification.
- 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.
- Experience in client administration and regulatory compliance.
Our offer to you
We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong. We offer a comprehensive remuneration package, which we review regularly, and benefits include:
- A company pension - 9% non-contributory or 10% if you contribute 5%
- Private medical insurance - Individual on joining, family after 1 year's service
- Life assurance - 8 x salary
- Income protection - 75% salary
- Company share scheme
- Discretionary bonus
- Flexible holidays - purchase up to 5 additional days
- Green Car Scheme
- Family friendly policies - enhanced family leave for parents & carers
- Study support - study days and funding for courses and qualifications
- Season travel ticket loans
- Volunteering days
- Gym discounts
- Other voluntary benefits you can choose to suit you
Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include: Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more. Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Menopause Matters, and Armed Forces. The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.
Life at Rathbones
We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.
We're a Disability Confident Employer (level 2) under the UK Government scheme. This means we've signed up to a set of commitments around how we recruit, retain and develop people with disabilities. If you require adjustments to apply for a role at Rathbones, please contact us via recruit@rathbones.com to let us know what adjustments you may need.
Mission
We believe in playing the long game. That means building consistent results, earning trust and doing the right thing - for our clients, our colleagues and the communities we're part of. Our values shape how we work:
- We aim high
- We get it done
- We show we care
- We do the right thing
These aren't just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last.
We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don't miss out.
Investment Director in London employer: Rathbones Group Plc
At Rathbones, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that prioritises employee growth and well-being. With a comprehensive benefits package, including flexible holidays, private medical insurance, and opportunities for professional development, our London office fosters a collaborative environment where team members can thrive and make a meaningful impact in the wealth management sector.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Director in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment world, attend industry events, and don’t be shy about asking for introductions. The more people you know, the better your chances of landing that Investment Director role.
✨Tip Number 2
Show off your expertise! Prepare to discuss your investment strategies and past successes in detail during interviews. Be ready to demonstrate how you can contribute to Rathbones' growth and client satisfaction.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your pitch. Focus on articulating your value and how you align with Rathbones' mission of helping clients invest wisely.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of the Rathbones team.
We think you need these skills to ace Investment Director in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Investment Director role. Highlight your experience in investment management and client service, showing how you align with Rathbones' values and mission.
Showcase Your Achievements:Don’t just list your responsibilities; share specific examples of your successes in managing client portfolios and driving business growth. Numbers and outcomes speak volumes!
Be Authentic:Let your personality shine through in your application. Rathbones values integrity and a client-centric mindset, so be genuine about your approach to investment management and client relationships.
Apply Through Our Website:We encourage you to submit your application directly through our website. It’s the best way to ensure your application gets the attention it deserves and helps us get to know you better!
How to prepare for a job interview at Rathbones Group Plc
✨Know Your Stuff
Before the interview, make sure you have a solid understanding of Rathbones' investment process and their market position. Brush up on recent market trends and how they might impact client portfolios. This will show that you're not just interested in the role but also invested in the company's success.
✨Build Rapport
During the interview, focus on building a connection with your interviewers. Ask insightful questions about their experiences at Rathbones and share relevant anecdotes from your own career. This will demonstrate your strong relationship-building skills, which are crucial for the Investment Director role.
✨Showcase Your Client-Centric Mindset
Be prepared to discuss specific examples of how you've achieved excellent client outcomes in the past. Highlight your proactive service approach and how you've managed client portfolios effectively. This will align perfectly with Rathbones' commitment to client satisfaction.
✨Demonstrate Leadership Qualities
Since this role involves mentoring junior team members, be ready to talk about your leadership style and experiences. Share how you've contributed to team initiatives and fostered a collaborative culture in previous roles. This will illustrate your readiness to take on increased responsibility.
