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- Tasks: Manage client investment portfolios and provide personalised investment advice.
- Company: Join Evelyn Partners, a leader in wealth management with a focus on client relationships.
- Benefits: Enjoy competitive salary, private medical insurance, hybrid working, and generous holiday package.
- Why this job: Make a real impact by helping clients achieve their financial goals with expert guidance.
- Qualifications: 1-3 years of experience in investment management and strong communication skills.
- Other info: Be part of a diverse team committed to inclusion and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
We are seeking an ambitious individual to join our Investment Management team in Bristol. This is an exceptional opportunity to join a high-profile team where you will have substantial client contact and become the main point of contact for clients as you build trusted relationships. You will be responsible for 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.
Your responsibilities will include:
- To look after and support client needs
- To execute the annual Business plan in line with agreed individual targets
- To build new client relationships and develop existing client relationships through effective, ongoing service to help 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
- To construct and maintain suitable portfolios in line with the clients' requirements, circumstances, tax situation and attitude to risk
- To review portfolios regularly and make portfolio changes consulting with colleagues, where appropriate
- To place deals accurately and in a timely fashion
- To work in partnership with Financial Planning (FP) colleagues to develop client relationships
- Ensure comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policy
- To strive for no complaints and where they are received ensure that they are raised with the Client Resolution team in a timely fashion and assist in bringing them to a satisfactory resolution
- Ensure that knowledge and skills are maintained and developed in line with industry, regulatory and internal requirements by undertaking regular and appropriate CPD in order to reach their full potential (for the wider benefit of the Group)
Qualifications:
- Understanding of the financial services industry and investment market
- Have at least 1 year's experience of managing client investment portfolios and providing investment advice (ideally 2-3 years is desirable)
- Have confidence in building client relationships and speaking/meeting with clients
- Experience of remodelling newly acquired portfolios and bringing them into line with the investment policy
- Technical/product knowledge and effective communication of wide-ranging investment management strategies and solutions
- Ability to work well in a pressurised environment and prioritise work
- Excellent communication skills both written and verbal and advanced numeracy and analytical skills
- Experience of leading pitches and winning new business
- Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business
- Hold a relevant Level 6 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing (APS). Relevant qualifications would be IAD & CWM or IMFC and CFA.
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 that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Benefits:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependent)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
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 highly active employee resource groups and we are delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
Investment Manager in Bristol employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Manager in Bristol
✨Tip Number 1
Network like a pro! Get out there and connect with people in the investment management field. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Remember, it’s all about building those relationships!
✨Tip Number 2
Practice your pitch! You’ll need to showcase your skills and experience confidently. Prepare a brief but impactful introduction about yourself and your background in investment management. This will come in handy during networking events or interviews.
✨Tip Number 3
Research the company! Before any meeting or interview, make sure you know what Evelyn Partners is all about. Understand their values, services, and recent news. This will help you tailor your conversation and show that you’re genuinely interested in being part of their team.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team. Don’t forget to follow up after applying; a little persistence can go a long way!
We think you need these skills to ace Investment Manager in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Manager role. Highlight your experience in managing client portfolios and providing investment advice, as well as any relevant qualifications. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about investment management and how you can contribute to our team. Be sure to mention your ability to build client relationships and your understanding of the financial services industry.
Showcase Your Communication Skills: Since this role involves substantial client contact, it’s crucial to demonstrate your excellent communication skills. Whether it’s in your CV or cover letter, make sure to highlight experiences where you’ve effectively communicated complex information to clients.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Evelyn Partners
✨Know Your Stuff
Make sure you brush up on your knowledge of the financial services industry and investment market. Be ready to discuss specific investment strategies and how they align with client needs. This will show that you're not just familiar with the basics, but that you can provide personalised advice.
✨Build Rapport
Since you'll be the main point of contact for clients, practice building rapport during your interview. Use examples from your past experiences where you've successfully developed client relationships. This will demonstrate your ability to connect with clients and understand their unique circumstances.
✨Showcase Your Analytical Skills
Prepare to discuss how you've managed client portfolios in the past. Bring examples of how you've reviewed and adjusted portfolios based on client needs and market conditions. Highlighting your analytical skills will reassure them that you can handle the pressures of the role.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the company's investment philosophies or how they support ongoing professional development. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
