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Investment Management
4 months ago
This is a fantastic opportunity to become part of an ambitious, inclusive and well established Office covering Bristol, the South West of England and South Wales. We are now looking for an investment manager to help one of our Teams to manage their large client bank. This is a dual role where the successful candidate will be managing client portfolios and supporting in the servicing and relationship management of our existing clients, whilst also being given the opportunity to help continue to grow our client base.
The successful candidate will possess a deep interest in, and understanding of, financial markets, demonstrate strong technical abilities while also displaying excellent communication and presentation skills. Working collaboratively with colleagues – both within the team and across the wider business – this individual will be focused on delivering an exceptional level of service to our clients and professional connections while helping to support the Bristol office’s growth.
Head of Office About the Role
Level 3
Investment Management
Contract type : Permanent
Attract, develop and retain a portfolio of private client relationships to maximise asset and revenue growth by meeting client’s needs, including managing client assets on a discretionary or advisory basis as well as introducing other products and services according to the overall strategy of the firm.
To assess existing and potential clients’ circumstances, investment objectives and attitude to risk, and recommend appropriate Quilter Cheviot and other professional services as relevant.
To ensure that any investment advice and decisions to trade are suitable for the client, taking into consideration their individual circumstances.
To provide investment advice appropriate to the client’s needs, and in compliance with all relevant rules, regulations and in-house policies and procedures.
To have a clear understanding of the client’s investment objectives, risk profile, investment experience and financial resource and be clear about the suitability of the recommendations to advisory clients and of the transactions effected for clients under a discretionary mandate.
To attend and participate in relevant company meetings as required in the various other aspects of the quilter cheviot investment selection process.
To provide clients and/or their agents with such information and reports about their investment transactions, income payments and investment performance as requested and/or specified in the terms and conditions of the relevant service.
AML checks, suitability advice, avoiding market abuses such as churning and front running, establishing that up to date client agreement letters are on file for clients.
Your investment activities must only be carried out under supervision until you are signed off as an Investment Manager.
Professional qualifications as specified by the relevant regulatory authority and the Company’s T&C Scheme.
Will consider an experienced Investment Manager or newly/soon to be qualified.
#LI-VS1 #QC
Holiday: 26 days
Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it
Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions
Private Medical Insurance: Life Assurance: 4x your salary, cover can be increased at your own cost
In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.
Flexible Working
Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures.
In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times.
We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.
We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. Our people come from all kinds of backgrounds, and have a wide range of expertise, so we welcome your application regardless of your beliefs, culture, gender identity, ethnicity, sexual orientation and or disability. Please contact the talent acquisition team if you need any reasonable adjustments made to the recruitment process, require information in an alternative format or have any questions around accessibility, we will try our very best to accommodate.
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