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- Tasks: Support client portfolio management and enhance client experiences through proactive engagement.
- Company: Join Rathbones, a leading investment firm with a focus on growth and collaboration.
- Benefits: Enjoy a permanent role with competitive salary and opportunities for professional development.
- Why this job: Gain advanced investment knowledge and prepare for career progression in a dynamic environment.
- Qualifications: Strong communication skills and a passion for finance; experience in client-facing roles is a plus.
- Other info: Be part of a team that values integrity, collaboration, and continuous learning.
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. 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:
- 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.
- CISI Level 4 IAD with both Securities and Financial Planning and Advice papers.
Associate Investment Manager in Glasgow employer: Rathbones
Contact Detail:
Rathbones Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Investment Manager in Glasgow
✨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. 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 client success or improved processes in previous roles. We want to see your expertise shine!
✨Be Client-Centric
Remember, it’s all about the clients! During interviews, talk about how you’ve engaged with clients in the past and resolved issues. Show that you understand their needs and can deliver exceptional service – that’s what will set you apart from the competition.
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that Associate Investment Manager role! It shows you’re serious about joining us and gives you a direct line to our hiring team. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Associate Investment Manager in Glasgow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Associate Investment Manager role. Highlight your investment knowledge, client engagement experience, and any relevant financial services background to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about the role and how your skills can contribute to our Wealth & Investment team. Be genuine and let your personality come through.
Showcase Your Technical Skills: Since we're looking for someone with strong MS Excel skills and familiarity with IT systems, make sure to mention any relevant technical expertise in your application. If you have experience with Python, don’t forget to include that too!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows your enthusiasm for joining our team!
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 client proposition. Brush up on your knowledge of portfolio management and suitability reviews, as these will likely come up in conversation.
✨Show Off Your Communication Skills
Since this role is client-facing, practice explaining complex investment concepts in simple terms. Think about how you can demonstrate your strong interpersonal skills during the interview, perhaps by sharing examples from your past experiences.
✨Be Proactive and Collaborative
Prepare to discuss how you've worked with teams in the past, especially in financial services. Highlight any experiences where you’ve contributed to business development or enhanced client experiences, showing that you’re a team player who can also take initiative.
✨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 for the role. Showing that you're keen to improve the team's technological capabilities can set you apart.