Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Promote Multi-Asset funds and support client relationships with strategic partners.
- Company: Join Rathbones, a leading wealth management firm committed to diversity and inclusion.
- Benefits: Enjoy a competitive salary, flexible holidays, private medical insurance, and study support.
- Other info: Engage in social activities and community groups while developing your career.
- Why this job: Be the voice of fund managers and make an impact in client meetings.
- Qualifications: Passion for investing and experience in asset management required.
The predicted salary is between 50000 - 70000 £ per year.
About the Role
Responsible for being the technical voice of the team when promoting the Multi‑Asset funds and MPS to potential clients and servicing existing ones. Essentially, serving as proxy for the fund managers in client and prospect meetings. The individual will work closely with the Multi‑Asset fund managers, the distribution team, and marketing to deliver clear and comprehensive communication and support in all aspects of the Multi‑Asset proposition suite, including technical investment queries.
What you’ll be responsible for
- Given the expectation for the role holder to be able to speak as a proxy for the fund managers in client meetings and pitches, they will participate in Multi‑Asset team meetings to discuss investment strategy and positioning, along with meetings with sell‑side research analysts and company management.
Client Communications
- Pitch multi‑asset funds to and support MPS discussion with new clients
- Present performance and macro updates
- Support the distribution team in providing answers to ad‑hoc technical client queries
- Identify solutions to client needs and feed back to product development channels
Client Relationships
- Support client relationship management efforts with strategic partners
- Manage ongoing relationships with the Investment Managers within the Wealth Management channel
Liaison with Sales
- Work closely with the sales team to support distribution efforts in each region
- Identify areas requiring additional support and find solutions
- Identify and produce sales support collateral
Liaison with Marketing
- Support with the creation and evolution of our suite of marketing collateral, including both physical and digital
- Support marketing and the RFP team with BAU reporting, including fact sheets, presentations, RFPs, investor brochures
About you
The successful candidate will have a passion for investing along with a background in investment/asset management in a front office and/or client‑facing capacity, in particular client presentations and pitches.
- Knowledge of multi‑asset markets and derivatives
- Passion for investing
- Creative writing
- Public speaking
- Sales/pitching
- Significant experience in asset/investment management industry
- A minimum of IMC, IAD, or equivalent level 4 qualification is essential
- CFA or equivalent would be a plus but not essential
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:
- Pension contribution – 10% of salary
- Private medical insurance – Individual on joining, family after 1 year’s service
- Life assurance – 10 × 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
Social & Community Groups
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, Take a moment to pause (Menopause) 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 Level 1 Disability Confident employer 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.
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.
Investment Specialist, Multi Asset employer: Rathbones
Contact Detail:
Rathbones Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Specialist, Multi Asset
✨Tip Number 1
Get to know the company inside out! Research Rathbones, their values, and recent news. This way, when you chat with them, you can show you're genuinely interested and align with their mission.
✨Tip Number 2
Practice your pitch! Since you'll be presenting multi-asset funds, rehearse how you'd explain complex concepts in simple terms. The clearer you are, the more confident you'll come across in client meetings.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral – which is always a bonus!
✨Tip Number 4
Don’t forget to follow up! After interviews or networking chats, send a quick thank-you note. It shows appreciation and keeps you fresh in their minds as they make decisions.
We think you need these skills to ace Investment Specialist, Multi Asset
Some tips for your application 🫡
Show Your Passion for Investing: When writing your application, let your enthusiasm for investing shine through! We want to see that you’re not just qualified, but genuinely excited about the world of multi-asset funds and how they can benefit clients.
Tailor Your Application: Make sure to customise your application to highlight your relevant experience in investment management. We love seeing how your background aligns with the role, so don’t hold back on showcasing your skills in client presentations and pitches!
Be Clear and Concise: We appreciate clarity in communication, especially when it comes to technical investment queries. Keep your application straightforward and to the point, ensuring that your key achievements and qualifications stand out.
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 keen to join our team at Rathbones!
How to prepare for a job interview at Rathbones
✨Know Your Multi-Asset Stuff
Make sure you brush up on your knowledge of multi-asset markets and derivatives. Be prepared to discuss recent trends and how they impact investment strategies. This will show that you can speak confidently as a proxy for the fund managers.
✨Practice Your Pitch
Since you'll be pitching multi-asset funds to clients, practice your presentation skills. Use clear, concise language and focus on how the funds meet client needs. Consider doing mock presentations with friends or colleagues to get comfortable.
✨Engage with the Team
Before the interview, try to connect with current employees or read up on the company culture. Understanding how the Multi-Asset team collaborates will help you demonstrate your fit within their dynamic during the interview.
✨Prepare for Technical Questions
Expect technical queries related to investment strategies and performance. Review common questions and prepare your answers. Being able to articulate complex concepts simply will impress both the interviewers and potential clients.