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.
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