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For Companies At a Glance
- Tasks: Manage client portfolios and provide tailored investment advice while growing your own client base.
- Company: Join Quilter Cheviot, a leading UK wealth management firm with over 250 years of expertise.
- Benefits: Enjoy a competitive salary, career development opportunities, and a dynamic work environment.
- Why this job: Make a real impact in clients' financial journeys and develop valuable relationships.
- Qualifications: Ambitious individuals with a passion for finance and strong communication skills are encouraged to apply.
- Other info: Be part of a successful team in a vibrant Bristol office with excellent growth potential.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Join to apply for the Investment Manager role at Quilter Cheviot.
About The Business
Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands. Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025).
About The Role
Level: 4
Department: Investment Management
Location: Bristol
Contract: Permanent
This is a fantastic opportunity to join the Bristol Office of Quilter Cheviot. We are looking for an ambitious and dynamic individual to join a successful team to both assist with the existing large client bank and to have the desire and drive to add new clients to help grow the overall AuM. The successful candidate will manage all types of client portfolios and have the opportunity to grow their own client book working with our financial planners and developing new, complex, high‑value relationships.
Key Responsibilities
- To liaise with clients on a day‑to‑day basis providing them with investment reports, investment updates on their portfolios and assisting them with any support they may require.
- To provide investment advice appropriate to the client’s needs, and in compliance with all relevant rules, regulations and in‑house policies and procedures.
- To ensure that all client relationships are properly documented, ensuring suitability and that all required information is obtained in a timely manner, with “know your client” information maintained up‑to‑date and properly documented.
- To participate in management of client portfolios including day‑to‑day trading and ensuring all decisions to trade are suitable for the client.
- To have a full understanding of the firm’s investment process and research output and to attend and participate in relevant company meetings as required to facilitate investment decision making.
- To participate in prospecting for new business through events or conferences where required to develop new business opportunities.
Consumer Duty
This role will directly impact good customer outcomes by ensuring that our end client and intermediated propositions are well researched, meet client needs, are competitive and provide value for money.
Investment Manager employer: Quilter Cheviot
Contact Detail:
Quilter Cheviot Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the investment management field. Attend industry events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching Quilter Cheviot thoroughly. Understand their investment strategies, recent news, and their client base. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Tip Number 3
Practice your pitch! Be ready to explain how your skills and experiences align with the responsibilities of an Investment Manager. Highlight your ability to manage client portfolios and build relationships, as these are key to success in this role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team at Quilter Cheviot. Good luck!
We think you need these skills to ace Investment Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Manager role. Highlight relevant experience and skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about investment management and how your background aligns with our values at Quilter Cheviot. Keep it engaging and personal.
Showcase Your Client Management Skills: Since client relationships are key in this role, be sure to include examples of how you've successfully managed client portfolios or built strong client relationships in the past. We love to see your interpersonal skills in action!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get you on our radar quickly!
How to prepare for a job interview at Quilter Cheviot
✨Know Your Stuff
Make sure you have a solid understanding of investment management principles and the specific services offered by Quilter Cheviot. Brush up on recent market trends and be ready to discuss how they might impact client portfolios.
✨Showcase Your Client Relationship Skills
Since this role involves managing client portfolios and building relationships, prepare examples from your past experiences where you've successfully managed client expectations or resolved issues. Highlight your communication skills and ability to provide tailored advice.
✨Demonstrate Your Ambition
Quilter Cheviot is looking for someone dynamic and ambitious. Be prepared to discuss your career goals and how you plan to grow your own client book. Show enthusiasm for prospecting new business and contributing to the firm's growth.
✨Understand Compliance and Regulations
Familiarise yourself with the relevant rules and regulations in investment management. Be ready to discuss how you ensure compliance in your work and how you maintain accurate client documentation, as this is crucial for the role.