Client-Centric Investment Manager

evelyn Partners; Bristol; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

A leading wealth management firm in Bristol seeks an Investment Manager to provide personalized investment advice and portfolio management. You will be the main contact for clients, ensuring portfolios align with investment philosophies while developing trusted relationships. The successful candidate will demonstrate a robust understanding of the financial services industry and have at least a year of experience managing investments. This role offers a competitive salary, hybrid working model, and a commitment to diversity in the workplace.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• At least 1 year of experience providing investment advice.
• Experience of leading pitches and winning new business.
• Experience operating within a risk management framework.

Responsibilities

• Support and look after client needs.
• Build and maintain client relationships.
• Construct and manage investment portfolios.

Skills

Understanding of the financial services industry

Managing client investment portfolios

Building client relationships

Excellent communication skills

Analytical skills

Technical / product knowledge of investment strategies

Ability to work under pressure

Education

Relevant Level 6 qualification or above

Job description

A leading wealth management firm in Bristol seeks an Investment Manager to provide personalized investment advice and portfolio management. You will be the main contact for clients, ensuring portfolios align with investment philosophies while developing trusted relationships. The successful candidate will demonstrate a robust understanding of the financial services industry and have at least a year of experience managing investments. This role offers a competitive salary, hybrid working model, and a commitment to diversity in the workplace.