Trainee Investment Manager

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

• 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.

• 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
• A proactive self-starter and quick learner

• Progress towards industry specific qualifications e.g. Level 4 Investment Advice Diploma
• Prior experience in Wealth Management industry