Quilter

Investment Manager

Quilter

3 months ago
Bristol, United Kingdom
Onsite
Full Time
Medior
0 applicants
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Quilter
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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.

Skills

Qualifications

Level 7 Chartered Wealth Manager or equivalent
Quilter

About Quilter

quilter.com

Advice, investments and wealth management aiming to create brighter financial futures for every generation.

About Quilter

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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