Senior Private Client Investment Manager

Quilter plc; Greater London; On-site; GBP 90,000 - 120,000; Full time

Benefits offered by this job

Holiday 26 days

Pension scheme

Private medical insurance

Life assurance

Income protection

Healthcare cash plan

Job summary

Quilter Cheviot, based in London, is seeking a driven investment professional to support an Investment Director with a private client bank. You will manage client portfolios, provide investment recommendations, and assist in servicing relationships with existing clients while opportunities to grow your own book arise.

The role demands deep interest in financial markets, strong technical abilities, and excellent communication.

Qualifications

• Level 7 Chartered Wealth Manager or equivalent is essential.
• Deep interest in financial markets with strong technical abilities.
• Excellent communication and presentation skills.

Responsibilities

• Liaise with clients and provide investment reports and updates.
• Provide investment advice compliant with all rules and policies.
• Document client relationships with up-to-date KYC information.

Skills

Chartered Wealth Manager

Job description

Quilter Cheviot, based in London, is seeking a driven investment professional to support an Investment Director with a private client bank. You will manage client portfolios, provide investment recommendations, and assist in servicing relationships with existing clients while opportunities to grow your own book arise.

The role demands deep interest in financial markets, strong technical abilities, and excellent communication.