At a Glance
- Tasks: Lead client relationships and manage investment portfolios for excellent outcomes.
- Company: Join Rathbones, a leading investment management firm with a collaborative culture.
- Benefits: Enjoy a competitive pension, private medical insurance, flexible holidays, and study support.
- Other info: Diverse and inclusive workplace with excellent 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 60000 - 80000 € 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 in London employer: Rathbones
Rathbones is an exceptional employer, offering a dynamic work environment in London where investment professionals can thrive. With a strong emphasis on employee growth, mentorship, and collaboration, we provide extensive benefits including a generous pension scheme, private medical insurance, and flexible holiday options. Our commitment to diversity and inclusion, alongside opportunities for continuous learning and development, makes Rathbones a rewarding place to advance your career in investment management.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Director in London
✨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 contacts on LinkedIn. Building relationships can open doors that a CV just can't.
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your experience and successes in managing client portfolios. Share specific examples of how you've delivered excellent client outcomes and contributed to business growth. We want to see your passion for investment management!
✨Be Prepared for Interviews
Do your homework before any interview! Understand the company’s investment process and be ready to discuss how your skills align with their needs. Practise your pitch so you can confidently explain how you can contribute to their team and help grow their client base.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at Rathbones. Let’s make it happen!
We think you need these skills to ace Investment Director in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Investment Director role. Highlight your experience in managing client portfolios and any successful business development initiatives you've led. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about investment management and how you can contribute to our team. Be sure to mention specific examples of your client relationship successes.
Showcase Your Commercial Awareness:In your application, demonstrate your understanding of the investment landscape and how it impacts client outcomes. We love candidates who can think strategically and show us they’re up-to-date with market trends.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re keen on 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 the specific services offered by the firm. This will help you demonstrate your commercial awareness and show that you're genuinely interested in the role.
✨Build Strong Relationships
Since this role involves leading client relationships, think about how you can showcase your relationship-building skills during the interview. Prepare examples of how you've successfully managed client portfolios and delivered excellent service in the past. Highlight your ability to collaborate with both internal and external contacts.
✨Showcase Your Mentoring Skills
As an Investment Director, you'll be expected to mentor junior team members. Be ready to discuss your experience in mentoring or supporting others in their professional development. Share specific instances where you've helped someone grow or contributed to a team's success.
✨Prepare Your Pitch
Refine your personal pitch about why you're the right fit for the role. Practice delivering it with confidence and clarity. Make sure to align your pitch with Rathbones' values and standards, and be prepared to discuss how you can contribute to the firm's growth initiatives.
