Investment Manager

Rathbones; Greater London; On-site; GBP 70,000 - 110,000; Full time

Job summary

Rathbones is seeking an experienced Investment Manager to develop client relationships, manage portfolios and contribute to firm growth. You will lead client interactions, deliver excellent service and collaborate with colleagues across planning and portfolio management to provide holistic wealth solutions.

The role marks progression with greater autonomy, strategic input and commercial impact, requiring Level 7 CWM and Level 4 IAD qualifications, a strong regulatory mindset, and a proactive,

Qualifications

• Strong client service and investment management skills.
• Proven ability to manage client portfolios and oversee suitability.
• Excellent communication and relationship-building abilities.
• Commercial awareness and growth mindset.
• Experience mentoring junior staff and leading initiatives.
• Regulatory compliance experience.
• Proven track record in business development.

Responsibilities

• Lead client relationships and ensure timely, high-quality interactions.
• Manage portfolios and ensure suitability oversight.
• Collaborate with internal and external contacts to deliver wealth solutions.
• Contribute to business development and growth initiatives.
• Mentor junior team members and participate in committees.
• Uphold Rathbones values and standards in all activities.
• Provide ownership and accountability for client outcomes.

Skills

Client service

Investment management

Relationship management

Communication

Business development

Mentoring

Education

Level 7 qualification (CWM)

Level 4 IAD qualification

Tools

CRM systems

Job description

To 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.

What you’ll be responsible for

Client Service & Investment Management

• 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.
• Strong relationships with Rathbones Financial Planning, Portfolio Management and other internal
• services.

Investment Strategy & Technical Expertise

• 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.

Business Development & Growth

• 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.

About you

• 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.
• Background in investment management with experience managing portfolios.
• Demonstrated success in client service and business development.
• Level 7 qualification (CWM preferred) and Level 4 IAD qualification.
• Experience in client administration and regulatory compliance.