What you’ll be responsible for

Client Service & Investment Management

• Take responsibility to seek excellent client outcomes through proactive service, management of
• portfolios, and suitability oversight.
• Lead client relationships and ensure timely, high-quality interactions, communication and
• documentation.
• Collaborate with internal and external professional contacts to deliver holistic wealth solutions.
• Strong relationships with Rathbones Financial Planning, Portfolio Management and other internal
• services.

Investment Strategy & Technical Expertise

• Ensure investment portfolios aligned with client objectives and market conditions.
• Thorough understanding of Rathbones investment process, conduct additional research and
• analysis to support client requirements and outcomes.
• Maintain strong understanding of Rathbones proposition, commercia...