Edinburgh QC
4d ago

Summary An Investment Manager is required to provide investment management services and / or investment advice to a range of private and semi-institutional clients, in support of a senior investment manager with a large client base.

About the Role 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.

Actively seek new business, whilst seeking competitive pitches, being active in local social / business circles, generating and following up all leads, explaining the firms’ services and strengths to potential new clients and following up all opportunities to win new clients.

To assist in the training and development of trainee investment managers, providing support and guidance where relevant.

Maximise their potential, working with management and other Investment team staff to strengthen the work of the department, in particular, promoting the firm’s TCF culture.

To liaise as required with the Marketing and Business Development functions in initiating and developing new business opportunities.

About You The incumbent will need to be fully qualified to Level 7. Experience within the private client investment industry is essential.

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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