Investment Management - Investment Manager in London

About the BusinessQuilter 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 157.4 billion in customer investments (as at 6th August 2026). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.About the RoleLevel: 4Location: LondonDepartment: Investment ManagementContract: PermanentThis is a fantastic opportunity to join a London team who manage over 1bn of private client money. We are looking for an ambitious and dynamic individual to assist an Investment Director(s) with their large client bank. The role would entail managing client portfolios, assisting in investment recommendations and general duties supporting the management of portfolios. You will also assist in the servicing and relationship management of our existing clients, whilst also being given the opportunity to grow your own client book.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 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.AML checks, suitability advice, avoiding market abuses such as churning and front running, establishing that up to date client agreement letters are on file for clients.Senior Managers & Certification Regime (SMCR) Roles4) Functions requiring qualifications7) Client-DealingAbout YouThe successful candidate will possess a deep interest in, and understanding of, financial markets, demonstrate strong technical abilities while also displaying excellent communication and presentation skills.Working collaboratively with colleagues - both within the team and across the wider business - this individual will be focused on delivering an exceptional level of service to our clients while helping to support the growth of the Charities team.Level 7 Chartered Wealth Manager or equivalent is essential#LI-VS1 #QC #QuilterCheviotInclusion & DiversityWe value diversity and strive to promote inclusivity in all aspects of our culture. 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.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.Healthcare Cash Plan: Jersey employees onlyIn addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.SummaryLocation: LondonType: Full time