At a Glance
- Tasks: Lead client relationships and manage investment portfolios for excellent outcomes.
- Company: Join Rathbones, a leading investment management firm in London.
- Benefits: Enjoy flexible holidays, private medical insurance, and a generous pension scheme.
- Other info: Be part of a diverse and inclusive workplace with great career growth opportunities.
- Why this job: Make a real impact in investment management while mentoring junior team members.
- Qualifications: Extensive experience in investment management and strong client service skills required.
The predicted salary is between 80000 - 100000 € per year.
Location: London
Contract: Permanent
Working pattern: Hybrid
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, and commercial awareness and impact. We are looking for a team player who will work closely with existing Senior Investment Directors, overseeing clients who have more invested with us than is typical across the business.
Responsibilities
- 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.
- 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.
- 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.
- 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.
Qualifications
- 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.
Benefits
- 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 × salary.
- Income protection – 75 % salary.
- Company share scheme.
- Flexible holidays – purchase up to 5 additional days.
- Discretionary bonus.
- 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.
Equal Opportunities
We are committed to building a diverse, equal, and inclusive workplace and welcome applications from all backgrounds. We are an equal opportunity employer. If you have any reasonable adjustments needed during the recruitment process, please contact us at recruit@rathbones.com.
Investment Director employer: Rathbones
Rathbones is an exceptional employer, offering a dynamic work environment in London that fosters professional growth and collaboration. With a strong commitment to employee development, including study support and mentoring opportunities, we ensure our team members thrive while delivering outstanding client service. Our hybrid working model, comprehensive benefits package, and emphasis on diversity and inclusion make Rathbones a rewarding place to build a meaningful career in investment management.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Director
✨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 potential colleagues on LinkedIn. Building relationships can open doors that a CV just can't.
✨Showcase Your Expertise
When you get the chance to chat with hiring managers or during interviews, make sure to highlight your experience and success stories in managing client portfolios. We want to see how you've made a difference in previous roles, so come prepared with examples!
✨Be Ready to Pitch
You’ll need to refine your pitch about why you’re the perfect fit for the Investment Director role. Practice delivering it with confidence and clarity, focusing on how your skills align with the firm’s goals. Remember, we love a good story!
✨Engage with Our Culture
Familiarise yourself with Rathbones' values and culture before your interview. Show us that you’re not just looking for a job, but that you genuinely want to be part of our team. Engage with our initiatives and be ready to discuss how you can contribute to our collaborative environment.
We think you need these skills to ace Investment Director
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 managing client portfolios and business development, as these are key aspects of the job. We want to see how your skills align with what we're looking for!
Showcase Your Client-Centric Mindset:In your application, emphasise your commitment to excellent client outcomes. Share examples of how you've built strong relationships and delivered high-quality service in previous roles. This will help us see your client-centric approach in action!
Demonstrate Commercial Awareness:We’re keen on candidates who understand the investment landscape and can identify growth opportunities. Include any relevant insights or experiences that showcase your commercial awareness and ability to adapt to market conditions.
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 shows you’re serious about joining our team at StudySmarter!
How to prepare for a job interview at Rathbones
✨Know Your Stuff
Make sure you have a solid understanding of Rathbones' investment process and the wider market. Brush up on recent trends and news in investment management, as well as any regulatory changes that might affect client portfolios. This will show your commercial awareness and help you engage in meaningful discussions during the interview.
✨Build Strong Relationships
Since the role involves leading client relationships, think about how you can demonstrate your relationship-building skills. Prepare examples of how you've successfully managed client interactions in the past, focusing on your proactive service and ability to deliver excellent outcomes. This will highlight your client-centric mindset.
✨Showcase Your Mentoring Skills
As a potential Investment Director, you'll be expected to mentor junior team members. Be ready to discuss your experience in mentoring or supporting others, and how you foster development within a team. This will illustrate your collaborative approach and commitment to the firm's values.
✨Prepare Your Pitch
Refine your personal pitch for Rathbones, ensuring you can deliver it with confidence and clarity. Think about how you can align your skills and experiences with the firm's goals and strategies. Practising this will not only boost your confidence but also demonstrate your enthusiasm for the role.
