Wealth & Investments: Associate Investment Manager

Rathbones Group Plc; Greater London; On-site; GBP 45,000 - 65,000; Full time

Job summary

A leading investment management firm in London is seeking an Associate Investment Manager to support the Wealth & Investment team in managing client portfolios. In this role, you'll help enhance client experience through proactive engagement and collaboration with financial planners. The ideal candidate will have strong investment knowledge, excel in communication, and hold a CISI Level 4 IAD qualification. This permanent position offers opportunities for career progression and development within a supportive team.

Qualifications

• Experience in financial services, investment, or client-facing roles.
• Awareness of regulatory environment and compliance standards.
• Familiarity with business development activities.

Responsibilities

• Assist in managing client portfolios under supervision.
• Ensure client engagement and suitable investment outcomes.
• Engage proactively with clients and intermediaries.
• Conduct investment research and contribute to discussions.

Skills

Investment knowledge

MS Excel skills

Communication skills

Interpersonal skills

Time management

Education

CISI Level 4 IAD

Tools

Python

Job description

A leading investment management firm in London is seeking an Associate Investment Manager to support the Wealth & Investment team in managing client portfolios. In this role, you'll help enhance client experience through proactive engagement and collaboration with financial planners. The ideal candidate will have strong investment knowledge, excel in communication, and hold a CISI Level 4 IAD qualification. This permanent position offers opportunities for career progression and development within a supportive team.