Senior Investment Manager – Private Clients

Quilter Cheviot; Greater London; On-site; GBP 90,000 - 130,000; Full time

Benefits offered by this job

Holiday 26 days

Pension Scheme

Private Medical Insurance

Life Assurance

Income Protection

Healthcare Cash Plan

Job summary

Quilter Cheviot in London seeks a proactive Wealth Management professional to assist Investment Directors with a large private client bank. You will manage portfolios, provide investment recommendations, and support relationship management while developing your own client book.

The role requires a Level 7 Chartered Wealth Manager or equivalent, excellent communication, and strong market knowledge. London-based, permanent contract within Investment Management.

Qualifications

• Deep interest in and understanding of financial markets.
• Strong communication and presentation skills to clients and internal teams.
• Ability to deliver investment advice aligned with client needs and regulatory requirements.

Responsibilities

• Liaise with clients and provide investment reports and updates.
• Offer investment advice in line with client objectives and policy.
• Ensure documentation of client relationships and Know Your Client information.
• Assist in management of client portfolios including trading decisions.
• Engage in tender processes to grow the client base.
• Ensure operations comply with FCA rules and regulations.

Skills

Financial markets

Communication

Presentation

Education

Level 7 Chartered Wealth Manager or equivalent

Job description

Quilter Cheviot in London seeks a proactive Wealth Management professional to assist Investment Directors with a large private client bank. You will manage portfolios, provide investment recommendations, and support relationship management while developing your own client book.

The role requires a Level 7 Chartered Wealth Manager or equivalent, excellent communication, and strong market knowledge. London-based, permanent contract within Investment Management.