Evelyn Partners is seeking an experienced investment professional in the United Kingdom to build trusted client relationships and provide personalised investment advice and portfolio management in line with our investment philosophies and processes.
You will lead client meetings, construct and review portfolios to meet objectives and risk profiles, and collaborate with Planning and Professional Services teams to deliver integrated client solutions while maintaining compliant records.
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Investment Manager - Client-Focused Portfolio Lead employer: Evelyn Partners
Evelyn Partners is an excellent employer, offering a dynamic work environment in Liverpool that fosters collaboration and innovation. With a strong focus on employee growth, you will have access to professional development opportunities and the chance to engage with senior leadership, making your contributions impactful. The company values a supportive culture where your skills are recognised and rewarded, ensuring a meaningful and fulfilling career path.
