Associate Investment Manager: Grow Portfolios & Clients
Rathbones Group
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Benefits offered by this job
Job summary
Rathbones Group in Sheffield is recruiting an Associate Investment Manager to support client portfolios and the Wealth & Investment team. You will develop investment knowledge, contribute to client service and help grow the business through proactive networking.
With CISI Level 4 IAD and experience in financial services or client-facing roles, you will engage with advisers and clients, progress to Investment Manager, and continue your professional development within a supportive, growth‑oriented
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.
Responsibilities
- Assist in managing client portfolios and lifecycle processes under supervision.
- Support asset allocation and ensure portfolios adhere to mandates.
- Help develop proposals and participate in business development activities.
- Share knowledge and mentor junior team members.
Skills
Education
Job description
Rathbones Group in Sheffield is recruiting an Associate Investment Manager to support client portfolios and the Wealth & Investment team. You will develop investment knowledge, contribute to client service and help grow the business through proactive networking.
With CISI Level 4 IAD and experience in financial services or client-facing roles, you will engage with advisers and clients, progress to Investment Manager, and continue your professional development within a supportive, growth‑oriented
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