Senior Investment Manager – Private Wealth Growth

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

Job summary

A leading wealth management firm in Bristol is seeking an ambitious individual to manage client portfolios and develop new client relationships. This role requires strong interpersonal skills and compliance with investment regulations. The successful candidate will have the opportunity to work with both existing clients and Financial Planners to grow their own client book. A Level 7 Chartered Wealth Manager or equivalent is essential. Join us to make an impact and help shape the future of our business.

Benefits

182 hours of holiday (26 days)

Incentive scheme for employees

Non-contributory pension scheme

Private medical insurance

Life assurance (4x salary)

Income protection (75% of salary)

Flexible benefits options

Qualifications

• Newly qualified or early in their investment management journey with a can-do attitude.
• Desire to develop existing and new connections to grow the client base.
• Willingness to work collaboratively within the team.

Responsibilities

• Liaise with clients to provide investment reports and updates.
• Provide investment advice in compliance with regulations.
• Document client relationships and maintain KYC information.

Skills

Strong interpersonal skills

Ability to work collaboratively

Ambition

Education

Level 7 Chartered Wealth Manager or equivalent

Job description

A leading wealth management firm in Bristol is seeking an ambitious individual to manage client portfolios and develop new client relationships. This role requires strong interpersonal skills and compliance with investment regulations. The successful candidate will have the opportunity to work with both existing clients and Financial Planners to grow their own client book. A Level 7 Chartered Wealth Manager or equivalent is essential. Join us to make an impact and help shape the future of our business.