Rathbones
Investment Manager
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Role Title: Investment Manager
Division: RIM
Location: Newcastle
Contract: Permanent
Hiring Manager: Newcastle
Working pattern: Office-based
About the Role
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, 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.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Investment Strategy & Technical Expertise:
- Ensure investment portfolios are 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 a 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.
Team Contribution & Leadership:
- 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.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
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.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills