- Attract, develop and retain a portfolio of private client relationships to maximise asset and revenue growth by meeting client's needs, including managing client assets on a discretionary or advisory basis as well as introducing other products and services according to the overall strategy of the firm.
- To assess existing and potential clients' circumstances, investment objectives and attitude to risk, and recommend appropriate Quilter Cheviot and other professional services as relevant.
- To ensure that any investment advice and decisions to trade are suitable for the client, taking into consideration their individual circumstances.
- To ensure that all client relationships are properly documented 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 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 clear understanding of the client's investment objectives, risk profile, investment experience and financial resource and be clear about the suitability of the recommendations to advisory clients and of the transactions effected for clients under a discretionary mandate.
- To attend and participate in relevant company meetings as required in the various other aspects of the quilter cheviot investment selection process.
- To provide clients and/or their agents with such information and reports about their investment transactions, income payments and investment performance as requested and/or specified in the terms and conditions of the relevant service.
- To liaise as required with the Marketing and Business Development functions in initiating and developing new business opportunities.
- To ensure all operations affecting clients are carried out in accordance with FCA rules, i.e. 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.
- To ensure that Quilter Cheviot fulfils its obligations to Treating Customers Fairly.
- Your investment activities must only be carried out under supervision until you are signed off as an Investment Manager.
- Professional qualifications as specified by the relevant regulatory authority and the Company's T&C Scheme.
- Level 7 Chartered Wealth Manager or equivalent
- Will consider an experienced Investment Manager or newly/soon to be qualified.
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Investment Manager - Bristol, United Kingdom - Quilter
Description
What the Hiring Manager Says
This is a fantastic opportunity to become part of an ambitious, inclusive and well established Office covering Bristol, the South West of England and South Wales. We are now looking for an investment manager to help one of our Teams to manage their large client bank. This is a dual role where the successful candidate will be managing client portfolios and supporting in the servicing and relationship management of our existing clients, whilst also being given the opportunity to help continue to grow our client base.The 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 and professional connections while helping to support the Bristol office's growth.
The team welcomes applications from candidates with a 'can-do', innovative mindset and a desire to deliver positive outcomes for both our clients and the business.
Head of Office
About the Role
Level : Level 3
Department: Investment Management
Location : Bristol
Contract type : Permanent
Regulated
About You
Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.
Core Benefits
Holiday: 26 days
Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it
Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions
Private Medical Insurance: Single cover as standard, cover can be increased at your own cost
Life Assurance: 4x your salary, cover can be increased at your own cost
Income Protection: 75% of salary payable after 26 weeks of absence
In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.
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