Investment Manager
Quilter(1 month ago)
About this role
An Investment Management role at Quilter Cheviot based in Bristol, focused on managing client portfolios within a long-established discretionary wealth management firm. The position supports existing high-value clients while helping to grow assets under management through developing new relationships and working alongside Financial Planners. It is a permanent, client-facing role within the Investment Management department.
Required Skills
- Client Liaison
- Investment Advice
- Portfolio Management
- Trading
- Research
- Compliance
- Business Development
- Relationship Building
- Interpersonal Skills
Qualifications
- Level 7 Chartered Wealth Manager or equivalent
About Quilter
quilter.comAdvice, investments and wealth management aiming to create brighter financial futures for every generation.
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