Quilter Cheviot in London seeks an assistant to support two investment managers, handling admin duties and client reporting. The role includes preparing suitability letters and investment proposals while learning portfolio management practices.
You will work closely with clients and advisers, develop reporting skills, and gain exposure to performance monitoring. A pathway to more advanced investment responsibilities may exist with experience and exams.
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Private Client Investment Admin & Reporting Specialist employer: Quilter
Quilter plc is an exceptional employer, offering a dynamic work environment in London where innovation and collaboration thrive. With a strong commitment to employee growth, you will have the opportunity to engage with diverse teams and contribute to strategic initiatives within the asset management division. Our inclusive culture, comprehensive benefits package, and focus on integrity and curiosity make Quilter a rewarding place to build your career.
