Job description

  • Location:
  • Employee Type:
    Fixed Term Contract
  • Department:
    Investment Management
  • Division:
  • Employment Type:
    Full time
  • Salary:

Investment Manager-Bristol (Return to Work) (3562)

Investec Return to Work Programme

Investec is partnering with Women Returners to offer a supportive Return to Work Programme to help you get back into full-time work if you've had a career break of two or more years. Whether you're interested in retraining or have previous investment management experience, we'd like to hear from you.

Investment Manager- Bristol


This is an opportunity to join a growing team of 20 currently managing discretionary funds worth £800M. Our discretionary fund managers are highly technical and work closely with research and investment managers. You'll be part of a team responsible for both originating and executing investment ideas. Our DFM teams are our in-house investment experts. A grounding in fund management is a unique practical introduction to the fundamentals of private client investment management.

What does the role involve?

We are looking for a reliable enthusiastic person to join a large, growth focussed team of investment managers in a client facing role.  Working as part of a team alongside and in collaboration with others in providing high quality investment management services to private clients.  Good communication and interpersonal skills are essential.  Principle duties will be to review and report on performance of investments against objectives, attend client meetings, develop new business relationships, keep abreast on in house research process and market developments, recommend and implement changes to portfolios, work closely with financial planning and external IFAs as well as forming close relationships with Investec bank colleagues and ensuring client data is kept up to date.

What are we looking for in the successful candidate?

The successful candidate will ideally have existing experience within the financial services industry. However, we will also consider candidates with experience and qualifications from other closely related industries and provide relevant training. A good working knowledge of Microsoft Excel and general computer literacy and a strong focus on business development is essential for the predominantly client facing business.

 About Investec Wealth and Investment

We're one of the UK's leading investment management companies, with responsibility for over £33.9 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future

Right now we're a team of 1500+ dedicated professionals located across 15 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.


If this sounds like an exciting opportunity for you, go ahead and apply now!




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3 Temple Quay, 3 Temple Back East, Bristol, United Kingdom, BS1 6DZ

Meet the recruiter

Charmaine Bannerman

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Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance