Investment Manager - Private Clients & Charities

Quilter; Greater London; On-site; GBP 70,000 - 120,000; Full time

Benefits offered by this job

Holiday 26 days

Pension scheme

Private medical insurance

Life assurance

Income protection

Healthcare cash plan

Flexible benefits

Job summary

Quilter Cheviot in London is seeking an ambitious Investment Management professional to support an Investment Director with a private client book, managing portfolios and providing investment recommendations.

The role emphasizes servicing existing clients, growing the client base, ensuring regulatory compliance, and maintaining up-to-date portfolios; Level 7 Chartered Wealth Manager or equivalent is essential to join our London team.

Qualifications

• Strong interest in financial markets and client advisory.
• Excellent communication and presentation skills.
• Collaborative approach across the team and wider business.
• Experience handling private client portfolios preferred.

Responsibilities

• Assist Investment Directors with large private client portfolios.
• Provide investment recommendations aligned with client needs and FCA rules.
• Maintain client documentation, KYC, and suitability records.
• Participate in day-to-day portfolio trading and monitoring.
• Contribute to growth of the charities client base and client servicing.

Skills

Financial markets

Client relationships

Communication skills

Portfolio management

Education

Level 7 Chartered Wealth Manager or equivalent

Job description

Quilter Cheviot in London is seeking an ambitious Investment Management professional to support an Investment Director with a private client book, managing portfolios and providing investment recommendations.

The role emphasizes servicing existing clients, growing the client base, ensuring regulatory compliance, and maintaining up-to-date portfolios; Level 7 Chartered Wealth Manager or equivalent is essential to join our London team.