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Bristol Investment Manager – Client Portfolios
Job in
Bristol, Bristol County, BS1, England, UK
Listed on 2026-02-28
Listing for:
Quilter plc
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio Manager -
Management
Wealth Management, Portfolio Manager
Job Description & How to Apply Below
A leading wealth management firm in Bristol is seeking an Investment Manager to manage diverse client portfolios. The ideal candidate will liaise directly with clients, provide tailored investment advice, and diligently document all client interactions. This role requires a Level 7 Chartered Wealth Manager or equivalent, with strong interpersonal skills and the ability to navigate a dynamic investment landscape. The firm offers a supportive environment with a focus on training and collaboration, aiming to expand client relationships and overall assets under management.
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