Associate Investment Manager

Overview

In this role you will support the Wealth & Investment team in managing client portfolios and delivering exceptional client service. You will deepen investment knowledge, develop technical skills, and grow commercial acumen while contributing to business development and network building. You’ll work within a growing IFA portfolio, building relationships and driving growth with a consultative, sales-oriented approach. This is an opportunity to take ownership, advance quickly, and contribute to Rathbones’ client-centric mission.

Pay / Benefits

• company pension
• private medical insurance
• life assurance
• income protection
• company share scheme
• discretionary bonus

Responsibilities

• Assist in managing client portfolios and lifecycle processes under supervision
• Ensure suitability through real-time client engagement
• Understand investment objectives to seek good client outcomes
• Proactively engage with clients and intermediaries to resolve issues and enhance experience
• Collaborate with Financial Planners, Portfolio Managers and other Rathbones services to deliver holistic outcomes
• Conduct investment research and contribute to team discussions
• Assist with asset allocation and portfolio management to mandate
• Support awareness of Financial Planning and identify referral opportunities
• Improve team technological capability and share expertise
• Support development of high-quality client proposals and presentations
• Participate in business development training and internal pitch sessions
• Build internal and external networks to support referrals and opportunities
• Identify and pursue new business opportunities aligned with Rathbones goals
• Share knowledge and updates with the team
• Participate in CPD and mentoring junior teammates
• Demonstrate initiative in personal development and feedback integration

Key requirements

• CISI Level 4 IAD with Securities and Financial Planning and Advice papers
• 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
• Strong communication and interpersonal skills
• Clear understanding of Rathbones proposition, investment process and research capabilities
• Ability to explain complex concepts simply
• Awareness of regulatory environment and compliance standards
• Client-centric and commercially aware
• Proactive, collaborative, and accountable
• Integrity, attention to detail, and professionalism
• Seeks feedback and continuous improvement

• communication
• relationship-building
• collaboration
• investment research
• asset allocation
• portfolio management

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