Director Investment Management in Birmingham

The role will be to build, develop and manage trusted relationships with current and potential clients. The role will involve providing personalised investment advice and portfolio management to the client, ensuring that investment portfolios are managed in line with the Company's Investment philosophies and process.

Responsibilities

• Look after and support client needs.
• Plan, implement and execute the annual Business plan in line with agreed individual targets.
• Build new and develop existing client relationships through effective ongoing service to minimise attrition, and to deliver new instructions and referrals as a result of satisfied clients.
• Structure and lead client meetings in a professional manner, ensuring all information provided is up to date, technically accurate and meets clients' needs.
• Construct and maintain suitable portfolios in line with clients' requirements, circumstances, tax situation and attitude to risk.
• Review portfolios regularly and make portfolio changes consulting with colleagues where appropriate.
• Place deals accurately and in a timely fashion.
• Work in partnership with Financial Planning (FP) and Professional Services (PS) colleagues to develop client relationships.
• Ensure comprehensive client records are kept accurate and up to date at all times and in line with Group policy.
• Strive for no complaints, and where received, ensure they are raised with the Client Resolution team in a timely fashion and assist in bringing them to a satisfactory resolution.
• Maintain and develop knowledge and skills in line with industry, regulatory and internal requirements through regular CPD to reach full potential.
• Contribute to business development design and implementation initiatives across the location, working with Managing Partners, Regional Managing Partners and key stakeholders to deliver positive outcomes.
• Assist in induction, mentoring and development of new Investment Managers.
• Supervise direct reports, ensuring T&C regulations and suitability processes are adhered to, all documentation completed.
• Hold a relevant level 6 qualification or above (aspiring for Level 7) and maintain an up-to-date Statement of Professional Standing.

Qualifications

• Business acumen and experience in developing and implementing business plans.
• Proven track record of leading pitches and winning new business.
• Extensive experience working within an investment management environment servicing high net worth private individuals, institutions and charities.
• Proven experience managing client investment portfolios and providing investment advice.
• Ability to remodel newly acquired portfolios, bringing them into line with the investment policy.
• Technical and product knowledge and effective communication of wide-ranging investment management strategies and solutions.
• Ability to work well in a pressured environment and prioritise work.
• Excellent communication skills, both written and verbal.
• Excellent numeracy and analytical skills.
• Ability to mentor, train and develop investment management colleagues.
• Extensive experience operating within a risk management framework with thorough understanding of risks and threats to a private client business.

Benefits

• Competitive salary.
• Private medical insurance.
• Life assurance.
• Pension contribution.
• Hybrid working model (role dependant).
• Generous holiday package.
• Option to purchase additional holiday.
• Shared parental leave.

Equal Opportunity

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of active employee resource groups and are committed to delivering multiple diversity, equity and inclusion initiatives across the organisation. We provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and can achieve their full potential in a safe, supportive, and inclusive environment.