Investment Manager

At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns – it’s about helping people feel confident in their decisions and supported in their future. We don’t just manage money, we guide people through life’s big moments, helping them stay on track and focus on what matters most.

We’re proud to be one of the UK’s leading wealth managers, with over £109bn* in assets under management and 20+ offices across the UK and Channel Islands. We’re a FTSE 250 company with national reach and a local feel – and we’re growing.
*As of June 2025

Role Title: Investment Manager

Division: Charities

Location: London

Contract: 12 Months Fixed Term

Hiring Manager: Senior Investment Director (Charities)

Working pattern: Hybrid

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.

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.
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.

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.

Professional experience and qualifications

• 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.

Our offer to you

We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong.

We offer a comprehensive remuneration package, which we review regularly, and benefits include:

• A company pension - 9% non-contributory or 10% if you contribute 5%
• Private medical insurance – Individual on joining, family after 1 year’s service
• Life assurance  - 8 x salary
• Income protection – 75 % salary
• Company share scheme
• Discretionary bonus
• Flexible holidays – purchase up to 5 additional days
• Green Car Scheme
• Family friendly policies – enhanced family leave for parents & carers
• Study support – study days and funding for courses and qualifications
• Season travel ticket loans
• Volunteering days
• Gym discounts
• Other voluntary benefits you can choose to suit you 

Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include:

• Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.
• Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Menopause Matters@Rathbones’ and Armed Forces. 
• The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.

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 inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building 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.

We’re a Level 2 Disability Confident Employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online.

If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability, neurodiversity or other protected characteristic, just let us know by emailing us at recruit@rathbones.com

Mission

We believe in playing the long game. That means building consistent results, earning trust and doing the right thing — for our clients, our colleagues and the communities we’re part of.

Our values shape how we work:
- We aim high
- We get it done
- We show we care
- We do the right thing

These aren’t just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last.

We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don’t miss out.