Associate Investment Manager: Client-Centric Portfolio Growth

Rathbone Brothers; Sheffield; Hybrid; GBP 42,000 - 62,000; Full time

Benefits offered by this job

Company pension

Private medical insurance

Life assurance

Company share scheme

Discretionary bonus

Flexible holidays

Green Car Scheme

Family friendly policies

Study support

Season travel ticket loans

Other voluntary benefits

Job summary

Rathbones in Sheffield is seeking an Associate Investment Manager to support the Wealth & Investment team in managing client portfolios and delivering exceptional client service. You will develop investment knowledge, strengthen relationships, and contribute to the firm’s growth from a trainee foundation.

The role offers progression toward Investment Manager and beyond, with exposure to portfolio management, advisory services, and business development within a leading UK wealth manager.

Qualifications

• 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.

Responsibilities

• Assists in managing client portfolios and lifecycle processes under supervision.
• Ensures suitability through real-time client engagement. Understands investment objectives to seek good client outcomes.
• Collaborates with Financial Planners, Portfolio Managers and other Rathbones services to deliver holistic outcomes.
• Contributes to investment research and participates in team discussions.
• Supports development of client proposals and contributes to business development training.
• builds internal and external networks to support referrals and commercial growth.
• Mentors junior team members and shares knowledge with the team.

Skills

Client service

Portfolio management

Networking & business development

Regulatory awareness

Education

CISI Level 4 IAD

Job description

Rathbones in Sheffield is seeking an Associate Investment Manager to support the Wealth & Investment team in managing client portfolios and delivering exceptional client service. You will develop investment knowledge, strengthen relationships, and contribute to the firm’s growth from a trainee foundation.

The role offers progression toward Investment Manager and beyond, with exposure to portfolio management, advisory services, and business development within a leading UK wealth manager.