Associate Investment Manager

Role

Title:

Associate Investment Manager Division: RIM

Location:

Glasgow

Contract:

Permanent About the Role

In this role you will support the Wealth & Investment team in managing client portfolios and delivering exceptional client service. Develop advanced investment knowledge, technical skills and commercial acumen. Plays an active role in business development, building networks, and contributing to the firm’s growth. This role builds on the foundation established as a Trainee, with increasing responsibility and autonomy, and prepares the individual for progression to Investment Manager and beyond.

• Assists in managing client portfolios and lifecycle processes under supervision.
• Ensures suitability through real‑time client engagement. Understands investment objectives to seek good client outcomes.
• Proactively engages with clients and intermediaries, resolving issues and enhancing client experience.
• Collaborates with Financial Planners, IFAs and other Rathbones services to deliver holistic outcomes.

Investment skills and technical development:

• Conducts investment research and contributes to team discussions.
• Assists with asset allocation, management of portfolios and ensuring they are managed to mandate.
• Progresses awareness and knowledge of Financial Planning, helping to identify potential areas for referral.
• Improves team technological capability, being prepared to develop and share expertise.

If you meet some of these criteria and are excited about the role, we encourage you to apply:

• Clear understanding and articulation of Rathbones proposition, investment process and Research capabilities
• Proficiency in relevant IT systems with strong MS Excel Skills
• Strong communication and interpersonal skills
• Ability to explain complex concepts in simple terms.
• Awareness of regulatory environment and compliance standards.
• Client‑centric and commercially aware.
• Proactive, collaborative, and accountable. Demonstrates integrity, attention to detail, and professionalism.
• Experience in financial services, investment, or client‑facing roles.
• Exposure to portfolio management, suitability reviews and client reporting.
• Familiarity with business development activities and relationship management.
• Experience with Python is desirable, but not essential.
• Able to work to deadlines with strong time management skills and able to prioritise workload effectively.
• CISI Level 4 IAD with both Securities and Financial Planning and Advice papers

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 × 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
• 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, Take a moment to pause (Menopause) and Armed Forces.
• The Next Gen 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.

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…