Investment Manager / Director in London

• Role Title: Investment Director/ Manager
• Working pattern: Hybrid

About the Role

In this role you will develop investment business and manage client portfolios within parameters agreed with clients.

As an Investment Director you will play a pivotal role in driving business growth, ensuring high‑quality client service and outcomes and delivering good investment performance.

This role demonstrates leadership, commercial awareness and strategic thinking, and a commitment to mentoring Junior team members and contributing to the wider success of the firm.

We are looking for a team player who will work closely with the existing Senior Investment Directors.

This team oversees clients who have more invested with us than is typical across the business.

• What you’ll be responsible for
• Client Service & Investment Management
• Deliver excellent client outcomes through proactive portfolio management and high‑quality service.
• Guide the team in ensuring that all client administration processes, compliance and Investment Risk requirements are met accurately and in a timely way.
• Take the initiative to identify Financial Planning opportunities and collaborate closely with both internal and external partners.
• Business Development & Growth
• Expectation of significant personal FUM and contribution to growth revenue, values as determined by leadership
• Deepen relationships with clients and professional advisers, taking opportunities to generate new business.
• Actively grow personal and team AUM in alignment with the firm’s strategic direction.
• Deliver a confident and highly proficient Rathbones pitch and client‑facing presentations, contributing to the firm’s commercial success.
• Develop and promote the firm’s client proposition and identify new market opportunities.
• Leadership & Business Contribution
• Provide leadership and oversight to Junior team members, ensuring delivery of high standards across the client lifecycle.
• Drive the professional development of self and others, acting as a mentor and role model.
• Encourage and foster a culture of collaboration and continuous improvement.
• Participate in projects, committees, and firm‑wide initiatives to support strategic goals.

About you

• Extensive experience in investment management, including managing client portfolios.
• Extensive client facing experience with direct private clients
• Level 7 qualification (CISI Chartered Wealth Manager)
• Proven track record in business development and relationship management.
• Experience in leading junior team members and overseeing client lifecycle activities.
• Sound knowledge of industry developments, products and regulation.
• Skilled communicator with the ability to influence and educate clients and colleagues.
• Demonstrates leadership, integrity and accountability.
• Role model for collaboration, empathy and emotional intelligence.
• Commercially astute with a growth mindset.
• Proactive in mentoring and developing others.
• Committed to continuous improvement and professional excellence.
• 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:

• A 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
• 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.

Find out more about the Government Scheme online.

If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability, neurodiversity or other protected characteristic, just let us know by emailing us at

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

We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don’t miss out.

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