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 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 you’ll 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 firm’s strategic direction.
- Deliver a confident and highly proficient Rathbones pitch and client-facing presentations, contributing to the firm’s commercial success.
- Develop and promote the firm’s 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 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 Disability Confident Employer (level 2) 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, click here. If you require adjustments to apply for a role at Rathbones, please contact us via recruit@rathbones.com 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 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.
