Investment Manager

Quilter

Bristol, United Kingdom
Client portfolio management
Investment advice
Client relationship management
This is a fantastic opportunity to join the Bristol Office of Quilter Cheviot, looking for an ambitious and dynamic individual to join a successful team to both assist with the existing large client bank and to have the desire and drive to add new clients to help grow the overall AuM

Job Summary

  • This is a fantastic opportunity to join the Bristol Office of Quilter Cheviot, looking for an ambitious and dynamic individual to join a successful team to both assist with the existing large client bank and to have the desire and drive to add new clients to help grow the overall AuM.
  • The successful candidate will have a culture that aligns with both our corporate and Team values, with training and development provided to the successful candidate who has a can-do attitude and desire to be a key member of the well-established team.
  • Core benefits include holiday, incentive scheme, pension scheme, private medical insurance, life assurance, and income protection.

Matching Summary

This is a fantastic opportunity to join the Bristol Office of Quilter Cheviot, looking for an ambitious and dynamic individual to join a successful team to both assist with the existing large client bank and to have the desire and drive to add new clients to help grow the overall AuM.

Skills & Requirements

Must-have

  • Client portfolio management
  • Investment advice
  • Client relationship management
  • Day-to-day trading
  • Investment process understanding
  • Prospecting for new business

Nice-to-have

  • Collaborative work environment
  • Ambition to develop connections
  • Can-do attitude
  • Desire to be a key member

Key Requirements

  • Level 7 Chartered Wealth Manager or equivalent
  • Functions requiring qualifications
  • Client-Dealing

Work Rights

Not specified

Tailored Resume

Cover Letter