Opportunity Description
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...