Evelyn Partners in London seeks an Associate Director Investment Management to build trusted client relationships and deliver personalised investment advice. You will oversee portfolio management in line with the firm’s philosophy, ensuring portfolios reflect client needs, risk tolerance, and tax considerations.
Lead client meetings, structure strategies, and collaborate with Planning and Professional Services teams to grow business.
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Associate Director, Investment Management — Client Relationships in London 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.
