At a Glance
- Tasks: Build client relationships and provide tailored investment advice while managing portfolios.
- Company: Join Evelyn Partners, a leader in investment management with a focus on client service.
- Benefits: Enjoy competitive salary, private medical insurance, generous holidays, and hybrid working.
- Other info: Dynamic role with opportunities for leadership and professional development.
- Why this job: Make a real impact in the financial world while growing your career in a supportive environment.
- Qualifications: Level 6 qualification or above, with experience in investment management and client relations.
The predicted salary is between 31500 - 38500 £ per year.
In Evelyn Partners you will build trusted client relationships and provide personalised investment advice and portfolio management aligned with our investment philosophy. You will collaborate with cross-functional teams to service clients, maintain accurate records, and pursue growth through new instructions and referrals. You will lead client meetings, construct and adjust portfolios, and ensure compliant, high-quality service. The role includes sector-focused investment research and potential team leadership to support the firm’s broader investment process.
Pay / Benefits
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model
- Generous holiday package
Responsibilities
- Look after and support client needs
- Execute the annual business plan in line with targets
- Build new and nurture existing client relationships to reduce attrition and generate referrals
- Structure and lead client meetings with up-to-date, accurate information
- Construct and maintain portfolios per client requirements and risk profile
- Review portfolios regularly and consult with colleagues on changes
- Place deals accurately and promptly
- Collaborate with Financial Planning and Professional Services
- Maintain comprehensive client records in line with policy
- Manage complaints with the Client Resolution team to resolution
- Pursue CPD to meet regulatory and industry requirements
- Investment Research – Sector Specialist tasks when applicable: sector understanding, recommendations, regular participation in meetings, produce sector materials, lead where appropriate
Key requirements
- Relevant Level 6 qualification or above (aspiring for Level 7)
- Understanding of the financial services industry and investment market
- Experience of managing client investment portfolios and providing investment advice
- Strong understanding of portfolio management, asset allocation, investment research and market analysis
- Experience of remodeling newly acquired portfolios to align with investment policy
- Technical/product knowledge of investment management strategies and solutions
- Ability to work under pressure and prioritise work
- Excellent communication skills
- Excellent numeracy and analytical skills
- Experience of leading pitches and winning new business
- Experience operating within a risk management framework for private client business
- Client service orientation
- Strong communication
- Ability to work under pressure
- Portfolio management
- Asset allocation
- Investment research
Associate Director Investment Management employer: Evelyn Partners
Evelyn Partners is an excellent employer, offering a dynamic work environment in Liverpool that fosters collaboration and innovation. With a strong focus on employee growth, you will have access to professional development opportunities and the chance to engage with senior leadership, making your contributions impactful. The company values a supportive culture where your skills are recognised and rewarded, ensuring a meaningful and fulfilling career path.
