The Company: A well-established Investment Management firm with an office in Bristol, offering Investment Management services and Wealth Planning to HNW clients. The Role: The Investment Manager will be a level 6 qualified individual, who will take the responsibility in managing client portfolios and client relationships, ensuring that investment portfolios are management appropriately and contributing to investment decisions alongside the portfolio management team. The Investment Manager will lead with client conversations and will strengthen relationships with clients and financial advisers, supporting the strategic growth the wealth management business. Managing client portfolios, the Investment Manager will be trusted to deliver exceptional service, building relationships with clients and Financial Planners, whilst also providing high quality support to the Portfolio Management team, by managing portfolios, handling payment requests, setting up new accounts, sending out client documentation. The Investment Manager will assist and organise Portfolio Managers, liaise with Compliance and take necessary action in regard to suitability and T
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