At a Glance
- Tasks: Support clients in investment decisions and build strong relationships.
- Company: Evelyn Partners, a leading wealth management firm in the UK.
- Benefits: Competitive salary, private medical insurance, and hybrid working model.
- Why this job: Join a top firm and help clients grow their wealth while developing your career.
- Qualifications: Level 7 qualification and strong understanding of financial services.
The predicted salary is between 60000 - 80000 £ per year.
Evelyn Partners, a leader in wealth management in the UK, is seeking a professional knowledgeable in investment management and client support.
The role involves assisting clients in investment decision-making, and developing strong client relationships while maintaining accurate records.
This position requires a relevant Level 7 qualification and a robust understanding of the financial services industry.
Benefits include competitive salary, private medical insurance, and a hybrid working model.
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We think you need these skills to ace Investment Manager — Client Growth & Portfolio Strategy in England
Investment Management
Client Support
Client Relationship Management
Record Keeping
Level 7 Qualification
Financial Services Knowledge
Decision-Making Assistance
