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For Companies At a Glance
- Tasks: Support the Wealth & Investment team in managing client portfolios and enhancing client service.
- Company: Join Rathbones, a leading investment management firm with a focus on growth and collaboration.
- Benefits: Permanent role with opportunities for career progression and skill development.
- Why this job: Gain advanced investment knowledge while making a real impact on client outcomes.
- Qualifications: Strong communication skills and a proactive attitude; experience in financial services is a plus.
- Other info: Dynamic environment with a focus on teamwork and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
In this role you will support the Wealth & Investment team in managing client portfolios and delivering exceptional client service. You will develop advanced investment knowledge, technical skills, and commercial acumen, play an active role in business development, build networks, and contribute 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.
Key Responsibilities
- 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.
Required Qualifications
- 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 prioritise workload effectively.
- CISI Level 4 IAD with both Securities and Financial Planning and Advice papers.
Associate Investment Manager employer: Rathbones
Contact Detail:
Rathbones Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Investment Manager
✨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 on LinkedIn. The more connections you make, the better your chances of landing that Associate Investment Manager role.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, highlight your technical skills and investment knowledge. Be ready to discuss how you've used these skills in real-life situations, especially in client-facing roles. This will help you stand out from the crowd.
✨Tip Number 3
Be proactive! Don’t wait for job openings to come to you. Reach out to firms like Rathbones directly through our website. Express your interest in the Associate Investment Manager position and ask about any upcoming opportunities. It shows initiative and can put you on their radar.
✨Tip Number 4
Prepare for interviews by practising common questions related to investment management. Think about how you would explain complex concepts simply, as this is key in client interactions. Also, brush up on your knowledge of the regulatory environment and compliance standards to impress your interviewers.
We think you need these skills to ace Associate Investment Manager
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 interested in managing client portfolios and delivering top-notch service. Share any relevant experiences or projects that highlight your passion.
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 client engagement, portfolio management, and any experience with financial services. We love seeing how your background aligns with what we do at Rathbones!
Be Clear and Concise: Keep your application straightforward and to the point. Use clear language to explain your qualifications and experiences. 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 gives you a chance to explore more about Rathbones and what we stand for.
How to prepare for a job interview at Rathbones
✨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 client reporting. Being able to articulate these concepts clearly will show that you're ready for the role.
✨Show Off Your Communication Skills
Since this role involves engaging with clients and intermediaries, practice explaining complex investment concepts in simple terms. Think about how you can demonstrate your strong communication skills during the interview, perhaps by using examples from your past experiences.
✨Be Client-Centric
Prepare to discuss how you would enhance the client experience. Think of specific scenarios where you've resolved issues or improved client satisfaction in previous roles. This will highlight your proactive and client-focused approach, which is crucial for this position.
✨Get Tech-Savvy
Familiarise yourself with relevant IT systems and brush up on your MS Excel skills. If you have any experience with Python, be ready to talk about it, even if it's not essential. Showing that you're keen to improve the team's technological capability will set you apart.
