Investment Manager

Quilter Cheviot; Bristol; On-site; GBP 100,000 - 125,000; Full time

Job summary

A leading wealth management firm is seeking an Investment Manager in Bristol to manage client portfolios and provide tailored investment advice. The ideal candidate should possess or be working towards Level 7 Chartered Wealth Manager qualifications and demonstrate strong interpersonal skills. This role offers competitive benefits and a supportive environment aimed at professional development.

Benefits

Competitive benefits

Supportive team environment

Qualifications

• Possess or be working towards Level 7 Chartered Wealth Manager qualifications.
• Demonstrate strong interpersonal skills.

Responsibilities

• Manage client portfolios.
• Provide tailored investment advice.
• Aid in business growth.

Skills

Interpersonal skills

Education

Level 7 Chartered Wealth Manager qualifications

Job description

A leading wealth management firm is seeking an Investment Manager in Bristol. The successful candidate will manage client portfolios, provide tailored investment advice, and aid in business growth. Ideal applicants should possess or be working towards Level 7 Chartered Wealth Manager qualifications and demonstrate strong interpersonal skills. The role offers competitive benefits and a supportive team environment to drive professional development.