At a Glance
- Tasks: Build and manage client relationships while delivering personalised investment advice.
- Company: Evelyn Partners, a leading firm in investment management.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity for career advancement in a dynamic and collaborative team.
- Why this job: Lead client meetings and make a real impact on their financial growth.
- Qualifications: Experience in investment management and strong relationship-building skills.
The predicted salary is between 80000 - 120000 £ per year.
Evelyn Partners is seeking an Investment Manager to build and manage trusted relationships with current and potential clients, delivering personalised investment advice and portfolio oversight in line with the firm’s philosophy.
You will lead client meetings, structure portfolios, and collaborate with Financial Planning colleagues to deepen relationships while maintaining robust records and adhering to regulatory CPD requirements.
Director, Investment Management & Client Growth in Birmingham employer: Evelyn Partners
Evelyn Partners is an excellent employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Liverpool. Employees benefit from competitive salaries, private medical insurance, and ample opportunities for professional growth within the Wealth Management sector, making it a rewarding place to build a career while contributing to meaningful financial solutions.
