Investment Manager

Rathbones; Newcastle upon Tyne; On-site; GBP 60,000 - 90,000; Full time

Job summary

Rathbones in the United Kingdom is seeking an experienced Investment Manager to advance client outcomes. You will lead client relationships, manage portfolios and contribute to growth in a growth-focused team based in Newcastle upon Tyne.

The role emphasizes investment strategy, technical expertise and active business development, mentoring colleagues and engaging with internal and external partners to deliver holistic wealth solutions.

Qualifications

• Strong client service and investment management skills.
• Excellent research and analytical abilities.
• Excellent communication and relationship-building abilities.
• Commitment to continuous improvement.

Responsibilities

• Manage client portfolios and ensure suitability.
• Lead client relationships with timely interactions and high-quality documentation.
• Collaborate with internal and external professional contacts to deliver holistic wealth solutions.
• Ensure investment portfolios align with client objectives and market conditions.
• Research and analyze to support client requirements and outcomes.
• Drive business development and growth initiatives.

Skills

Client relationships

Investment management

Portfolio oversight

Research & analysis

Communication skills

Commercial awareness

Team collaboration

Ownership & accountability

Attention to detail

Active listening

Education

Level 7 CWM

Level 4 IAD

Tools

IT 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. We are seeking an individual looking to take the next step in their career development by joining a growth-focused team who have recently reached a significant Funds under Management milestone.

What you’ll be responsible for

Client Service & Investment Management:

• Take responsibility to seek excellent client outcomes through proactive service, managementofportfolios, 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 internalservices.

Investment Strategy & Technical Expertise:

• Ensure investment portfolios aligned with client objectives and market conditions.
• Thorough understanding of Rathbones investment process, conduct additional research andanalysis to support client requirements and outcomes.
• Maintain strong understanding of Rathbones proposition, commercial awareness of the widermarket 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 developmentplan 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 businessprojects 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.