At a Glance
- Tasks: Support clients and manage portfolios while learning from experienced investment management professionals.
- Company: Evelyn Partners, a leading UK wealth management firm focused on personalised financial advice.
- Benefits: Gain senior-level exposure, develop skills, and work in a dynamic, fast-paced environment.
- Other info: Opportunity for rapid career growth and mentorship from high-profile investment management partners.
- Why this job: Join a team that empowers you to build relationships and make a real impact on clients' financial goals.
- Qualifications: Strong communication skills and a passion for finance; previous experience is a plus.
The predicted salary is between 36000 - 60000 £ per year.
Company Description
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and we place the power of good advice into more hands, guiding clients to make confident decisions and achieve their financial goals.
Job Description
We’re seeking a talented individual to join our Investment Management team in London. You will build and develop trusted relationships with clients, providing wide‑range support and assistance with the management of client portfolios. This role offers senior‑level exposure, being client‑facing and working alongside experienced high‑profile IM partners. You will learn and develop quickly from senior leaders in a dynamic, fast‑paced team.
Responsibilities
- Support client needs and manage portfolios, including dealing, in line with your competency status.
- Assist in preparing for client review meetings, providing support and basic analysis as required.
- Prepare presentations, investment proposals and pitches.
- Maintain comprehensive client records, accurate and up to date, following Group policy.
- Handle complaints by raising them with the Client Resolution team promptly and assisting in satisfactory resolution.
- Understand the sector, provide appropriate recommendations and collaborate with sector specialists; construct materials for analysis and communication to Investment Managers.
Associate Investment Management employer: Evelyn Partners
Evelyn Partners is an exceptional employer, offering a vibrant work culture in the heart of London where collaboration and professional growth are at the forefront. Employees benefit from senior-level exposure and mentorship from experienced leaders, alongside a commitment to personal development and a supportive environment that encourages innovation and client-focused solutions.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Investment Management
✨Tip Number 1
Network like a pro! Reach out to people in the investment management field, especially those at Evelyn Partners. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to client management and portfolio support. We want you to feel confident and ready to showcase your skills when it’s time to shine!
✨Tip Number 3
Showcase your passion for investment management! Whether it's through personal projects or relevant coursework, let us see how you've engaged with the sector. It’ll make you stand out from the crowd.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Associate Investment Management
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Associate Investment Management role. Highlight relevant experience and skills that align with the job description, especially those related to client management and portfolio support.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about investment management and how your background makes you a great fit for our team. Be genuine and let your personality come through.
Showcase Your Analytical Skills:Since the role involves preparing presentations and investment proposals, make sure to highlight any analytical skills or experiences you've had. We want to see how you can contribute to our dynamic team!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Evelyn Partners
✨Know Your Stuff
Make sure you understand the basics of investment management and wealth planning. Brush up on current market trends and be ready to discuss how they might impact client portfolios. This shows your enthusiasm and readiness to engage with clients.
✨Build Rapport
Since this role is client-facing, practice building rapport during your interview. Think about how you can connect with the interviewer, perhaps by sharing a relevant personal experience or demonstrating your understanding of client needs. It’s all about showing you can foster trusted relationships.
✨Prepare for Client Scenarios
Expect questions that put you in the shoes of a client manager. Prepare for scenarios where you might need to handle client complaints or present investment proposals. Practising these situations will help you articulate your thought process and problem-solving skills.
✨Showcase Your Team Spirit
Evelyn Partners values collaboration, so highlight any experiences where you’ve worked effectively in a team. Discuss how you’ve supported colleagues or contributed to group projects, as this will demonstrate your ability to thrive in a dynamic, fast-paced environment.
