Investment Manager

About the Business

Quilter 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 through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.
We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £111.6 billion of client investments (as at March 2024).
If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us

About the Role

Level: 4

Department: Investment Management

Contract: Permanent

Location: Jersey (UK)

Regulated

The purpose of the role is to provide investment management services and/or investment advice to a range of clients. 

Responsibilities:

• Focus on AUM growth by following up on leads, developing and nurturing both existing and new relationships with private clients and intermediaries locally in Jersey as well as in Quilter Cheviot International’s target markets such as Dubai, South Africa & Switzerland

• Working independently as well as alongside the other Investment Managers to maintain client relationships and demonstrate an active approach to client contact ensuring that service levels remain at very high levels for all.

• Execute and implement trades across client portfolios ensuring that they remain inline with the agreed mandate and within the Quilter Cheviot investment parameters.

• Attract, develop and retain a portfolio of client relationships to maximise asset and revenue growth by meeting client’s needs, including managing client assets on a discretionary or execution only basis as well as introducing other products and services according to the overall strategy of the firm.

• Actively contribute to the Quilter Cheviot International’s Investment Forum, working alongside colleagues to ensure that best ideas are shared and implemented into our client portfolios.

• Demonstrate an active and collaborative approach to networking both locally in Jersey and Quilter Cheviot International’s target markets such as Dubai, South Africa & Switzerland

• Actively engage and support team, office and business wide marketing activities.

• Ensure that client suitability is kept up to date and is completed within the required timeframes.

• Ensure that all client portfolios remain compliant on BITA risk.   

• To assess existing and potential clients’ circumstances, investment objectives and attitude to risk, and recommend appropriate Quilter Cheviot 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 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.

• Fully understand and adhere to all relevant regulatory requirements and internal processes, policies, and procedures of the firm.

Consumer Duty

This role will directly impact good customer outcomes

Senior Managers & Certification Regime (SMCR) Roles

Certification Function –4) Functions requiring qualifications 7) Client-Dealing

About You

• An ability to generate new business and client relationships

• Must hold professional qualifications as specified by the relevant regulatory authority and the Company’s T&C Scheme.

• Experience within the investment management industry is essential.

• Confident communicator, natural skills at developing client and internal relationships

• Keeps informed with developments in the market and industry, such as products, regulations

#LI-VS1 #QC

Inclusion & Diversity

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Values

Do the right thing: 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.
Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

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.

Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.

Healthcare Cash Plan: Jersey employees only

In 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.