Trainee Investment Manager

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.

We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.

Job Title:  Trainee Investment Manager

Department: Investment Management

Location: Jersey

Contract Type:  Permanent

Reporting to: Tim Ford

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

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 – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.