At a Glance
- Tasks: Support clients with investment management and build strong relationships through expert advice.
- Company: Evelyn Partners, a leading UK wealth management firm focused on client success.
- Benefits: Competitive salary, private medical insurance, hybrid working, and generous holiday package.
- Other info: Diverse and inclusive workplace with excellent career development opportunities.
- Why this job: Join a passionate team and make a real impact in clients' financial futures.
- Qualifications: Level 7 qualification in finance and experience in managing investment portfolios.
The predicted salary is between 50000 - 70000 £ 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 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.
Job Description
Key Responsibilities- 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) and Professional Services (PS) 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).
- Investment Research – Sector Specialist (where appropriate).
- Required to work as part of a team focusing on direct equity or collective sector analysis to support the firm’s wider Investment Process needs.
- Understand the sector, providing appropriate recommendations, based on a wide range of resources.
- Actively participate in regular meetings, taking ownership of actions, and working in conjunction with other sector specialists.
- Construct materials as determined within the sector teams to support analysis and communication to Investment Managers.
- Leading the team and ensuring standards are met (where appropriate).
- To be successful, you should have the following:
- Hold a relevant Level 7 qualification and maintain an up-to-date Statement of Professional Standing (APS). Relevant qualifications would be IAD & CWM or IMFC and CFA.
- Understanding of the financial services industry and investment market.
- Experience of managing client investment portfolios and providing investment advice.
- 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.
- Excellent numeracy and analytical skills.
- Experience of leading pitches and winning new business.
- Advanced Excel Technical Knowledge. Xplan & Avaloq systems would be advantageous but not essential.
As a colleague here at Evelyn Partners, you will have access to benefits that include:
- 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're 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.
We are happy to make any reasonable adjustments to accommodate your needs throughout the application process. Please let your Recruiter know.
Investment Manager in Guildford employer: Evelyn Partners
Evelyn Partners is an exceptional employer, offering a dynamic work culture that prioritises employee growth and inclusivity. With a competitive salary, comprehensive benefits including private medical insurance and a generous holiday package, we empower our Investment Managers to thrive in a supportive environment while making a meaningful impact on clients' financial futures. Our commitment to diversity and continuous professional development ensures that every team member can reach their full potential and contribute to our collective success.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Manager in Guildford
✨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 colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research Evelyn Partners thoroughly and understand their values and services. Be ready to discuss how your skills align with their mission of providing excellent client service. Practise common interview questions and think of examples that showcase your experience in managing client portfolios.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Mention something specific from your conversation to remind them of your fit for the position. It’s a simple gesture that keeps you on their radar.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got all the latest job openings listed there, and it’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team at Evelyn Partners!
We think you need these skills to ace Investment Manager in Guildford
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Investment Manager role. Highlight relevant experience and skills that match the job description. We want to see how you can bring value to our team!
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 aligns with our mission at Evelyn Partners. Keep it engaging and personal.
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you've successfully managed client portfolios or built relationships. We love seeing results and impact!
Apply Through Our Website:We encourage you to apply through our website for a smooth application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
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 your experience managing client portfolios and how you've provided investment advice in the past. This will show that you're not just familiar with the role, but that you can bring real value to the team.
✨Showcase Your Communication Skills
As an Investment Manager, effective communication is key. Prepare to demonstrate how you've successfully built and maintained client relationships. Think of specific examples where your communication made a difference, whether it was during client meetings or when resolving issues.
✨Be Ready for Technical Questions
Expect questions about investment management strategies and solutions. Brush up on your technical knowledge, especially if you have experience with tools like Xplan or Avaloq systems. Being able to discuss these confidently will set you apart from other candidates.
✨Demonstrate Team Spirit
Evelyn Partners values teamwork, so be prepared to talk about how you've collaborated with colleagues in the past. Share examples of how you've worked with financial planning or professional services teams to enhance client relationships and achieve common goals.
