Senior Investment & Client Relationship 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

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,