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    1. Home
    2. Immediate Start Roles
    3. Investment Banking & Asset Management
    4. Trainee Investment Manager
    Lock Applications for this job are now closed
    Closing soon

    Rathbones provide individual investment and wealth management services for private clients, charities, trustees and professional partners. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Rathbones have been in business since 1742 and are a FTSE 250 listed company.

    Our ambition is to be recognised as the UK’s most responsible wealth manager, and we see it as our responsibility to invest for everyone’s tomorrow. Looking beyond the short term for the most sustainable outcome. Thinking, acting and investing responsibly. In a reflection of our achievement so far, we were recognised as "ESG Champion of the Year" in the Investors' Chronicle/Financial Times 2021 Celebration of Investment Awards

     

    Job Title:  Trainee Investment Manager

    Department: Investment Management

    Location: Winchester

    Contract Type:  Perm

    Close Date: 23 June

     

    The Role

    Supports the Investment Management team in the management and ownership of client lifecycle processes (onboarding, transfers, payments, account amendments, data maintenance, reporting, closures and estate distribution) to ensure an excellent client experience delivered.

     

    Outcomes of the Role

    • Delivers excellent client experience by engaging with clients and intermediaries (in an information-giver capacity), pre-empting issues, taking initiative to resolve and using a consistent Rathbones tone of voice.
    • Assist the IM team in ensuring Suitability. Suitability requires: annual real-time engagement with the client; clear understanding of their investment aims, personal/financial circumstances, investment risk appetite and their knowledge and experience of investment products and services; awareness of any vulnerability.
    • Enables business growth by assisting with activities for prospective and existing clients (e.g. proposals, presentations, performance reviews, cost illustrations). 
    • Builds relationships with external partners by initiating trades and corporate events under Investment Management team instruction and guidance.
    • Contributes to the development of the team by building relationships with the team (and wider functions) and sharing knowledge / business updates.
    • Assists with Investment Management team asset allocation and model work via RID.
    • Assists with the preparation of STAR reports for non-discretionary clients.
    • Assists team with company research, compiling literature and coordinating / contributing to research meetings.
    • Supports the management and coordination of the Annual Portfolio Review and Investment Admin data for the Investment Management team.

     

    Knowledge, Skills and Experience

    • Good communicator, able to manage expectations with colleagues and clients.
    • Detail orientated and organised with strong numerical competency.
    • Strong collaborator, able to thrive in a team and work well autonomously.
    • Knowledge and a keen interest in the investment industry and investment products
    • Keeps up to date with industry developments (e.g. products, legislation and regulation).
    • Working knowledge of asset classes and the investment process.
    • Strong IT literacy and ability to adapt to new systems
    • Experience in a customer facing role

     

    Rathbones promote a blended working approach, and the role will be a mixture of home and office working.

    To apply for this role, simply send your CV with a covering letter outlining how you meet the requirements of this role, current remuneration and notice period to People Resource Partner at recruit@rathbones.com.

    Life at Rathbones

    We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and expansive workplace that motivates, develops and accepts the strengths of all our colleagues. Being part of Rathbones means you will join a team of hard-working professionals in a successful culture that cares for its people. At Rathbones, we provide significant work, opportunities, and a voice to all.

    We are committed to establishing a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong result focus.

    Our Rewards & Benefits

    We offer a comprehensive remuneration package, which is regularly reviewed. Other benefits include company pension, private medical insurance, life assurance, company share scheme, income protection, season ticket loans and a range of other voluntary benefits.


    Closing Date:

    Sunday 23rd June