Investment Director

At Rathbones we help people invest their money well so they can live well. That means more than financial returns its about helping people feel confident in their decisions and supported in their future. We dont just manage money we guide people through lifes big moments helping them stay on track and focus on what matters most.

Were proud to be one of the UKs leading wealth managers with over 109bn* in assets under management and 20 offices across the UK and Channel Islands. Were a FTSE 250 company with national reach and a local feel and were growing.
*As of June 2025

Role Title: Investment Director/ Manager

Division: Rathbones Investment Management- London

Location: London

Contract: Permanent

Working pattern: Hybrid

About the Role

In this role you will develop investment business and manage client portfolios within parameters agreed with clients. As an Investment Director you will play a pivotal role in driving business growth ensuring high-quality client service and outcomes and delivering good investment performance. This role demonstrates leadership commercial awareness and strategic thinking and a commitment to mentoring Junior team members and contributing to the wider success of the firm.

We are looking for a team player who will work closely with the existing Senior Investment Directors. This team oversees clients who have more invested with us than is typical across the business.

What youll be responsible for

Client Service & Investment Management

• Deliver excellent client outcomes through proactive portfolio management and high-quality service.
• Guide the team in ensuring that all client administration processes compliance and Investment Risk requirements are met accurately and in a timely way.
• Take the initiative to identify Financial Planning opportunities and collaborate closely with both internal and external partners.

Business Development & Growth

• Expectation of significant personal FUM and contribution to growth revenue values as determined by leadership
• Deepen relationships with clients and professional advisers taking opportunities to generate new business.
• Actively grow personal and team AUM in alignment with the firms strategic direction.
• Deliver a confident and highly proficient Rathbones pitch and client-facing presentations contributing to the firms commercial success.
• Develop and promote the firms client proposition and identify new market opportunities.

Leadership & Business Contribution

• Provide leadership and oversight to Junior team members ensuring delivery of high standards across the client lifecycle.
• Drive the professional development of self and others acting as a mentor and role model.
• Encourage and foster a culture of collaboration and continuous improvement.
• Participate in projects committees and firm-wide initiatives to support strategic goals.

About you

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

• Extensive experience in investment management including managing client portfolios.
• Extensive client facing experience with direct private clients
• Level 7 qualification (CISI Chartered Wealth Manager)
• Proven track record in business development and relationship management.
• Experience in leading junior team members and overseeing client lifecycle activities.
• Sound knowledge of industry developments products and regulation.
• Skilled communicator with the ability to influence and educate clients and colleagues.
• Demonstrates leadership integrity and accountability.
• Role model for collaboration empathy and emotional intelligence.
• Commercially astute with a growth mindset.
• Proactive in mentoring and developing others.
• Committed to continuous improvement and professional excellence.

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 years 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 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 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.

Were a Disability Confident Employer (level 2) under the UK Government scheme. This means weve 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 click here. If you require adjustments to apply for a role at Rathbones please contact us via to let us know what adjustments you may need.

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 were 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 arent 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 dont miss out.