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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 wealth management firm with over 250 years of experience.
- Benefits: Enjoy competitive salary, generous holiday, private medical insurance, and a pension scheme.
- Why this job: Be part of a dynamic team shaping the future of wealth management and making a real impact.
- Qualifications: Level 7 Chartered Wealth Manager or equivalent; strong interpersonal skills and ambition required.
- Other info: Inclusive culture that values diversity and offers excellent training and development opportunities.
The predicted salary is between 36000 - 60000 ÂŁ per year.
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.
About the Role
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. This is an exciting opportunity where the successful candidate will be managing all types of client portfolios and given the opportunity to grow your own client book working both with our Financial Planners and your own relationships as we seek to develop more complex and 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, with a clear understanding of suitability and all required information is obtained from the client on a timely basis, ensuring where relevant that “know your client” information is 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.
About You
The successful candidate will have a culture that aligns with both our corporate and Team values. The candidate may be newly qualified or early in their investment management journey but training and development will be provided to the successful candidate who has a can-do attitude and desire to be a key member of the well-established team. The successful candidate will need to demonstrate strong interpersonal skills and the willingness to work collaboratively with colleagues, both within the team and across the wider business. The candidate will have the ambition to develop existing and new connections with the aim of contributing to growing the team’s book. Level 7 Chartered Wealth Manager or equivalent is essential.
Inclusion & Diversity
We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.
Values
- Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
- Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs.
- Embrace challenge: We aim high to transform our potential into meaningful outcomes.
- Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone.
Core Benefits
- Holiday: 182 hours (26 days)
- Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.
- Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.
- Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.
- Life Assurance: 4x your salary.
- Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.
- Healthcare Cash Plan: Jersey employees only.
Investment Manager in Bristol employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Manager in Bristol
✨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 potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show your passion for investment management during interviews. Be ready to discuss recent market trends or investment strategies you admire. This not only demonstrates your knowledge but also shows that you're genuinely interested in the role and the company.
✨Tip Number 3
Prepare for behavioural questions! Think of examples from your past experiences that showcase your teamwork, problem-solving skills, and how you handle challenges. We want to see how you fit into our culture and values at Quilter Cheviot.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the position and keeps you fresh in the interviewer's mind.
We think you need these skills to ace Investment Manager in Bristol
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 align with what we’re looking for, like client management and investment advice. A personalised CV shows us you’re genuinely interested!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re the perfect fit for our team. Share your passion for investment management and how your values align with ours. Keep it concise but impactful!
Showcase Your Interpersonal Skills: Since this role involves liaising with clients, make sure to highlight your strong interpersonal skills in your application. We want to see how you can build relationships and work collaboratively with others, so don’t hold back!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Quilter
✨Know Your Stuff
Before the interview, make sure you have a solid understanding of Quilter Cheviot's investment management process and their client base. Familiarise yourself with recent market trends and how they might impact client portfolios. This will show your genuine interest and help you engage in meaningful discussions.
✨Showcase Your Interpersonal Skills
As an Investment Manager, strong interpersonal skills are key. Prepare examples of how you've successfully built relationships with clients or colleagues in the past. Be ready to demonstrate your ability to communicate complex information clearly and effectively, as this is crucial for managing client expectations.
✨Embrace the Challenge
Quilter Cheviot values ambition and a can-do attitude. During the interview, express your eagerness to take on challenges and contribute to the growth of the team’s book. Share specific instances where you've tackled difficult situations or pursued new business opportunities.
✨Align with Their Values
Familiarise yourself with Quilter Cheviot's core values: integrity, curiosity, challenge, and teamwork. Think about how your personal values align with theirs and be prepared to discuss this during the interview. This will demonstrate that you're not just a fit for the role, but also for the company culture.
