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For Companies At a Glance
- Tasks: Support clients and manage portfolios while learning from experienced investment management professionals.
- Company: Evelyn Partners, a leading UK wealth management firm focused on personalised financial advice.
- Benefits: Competitive salary, private medical insurance, hybrid working, and generous holiday package.
- Why this job: Gain senior-level exposure and develop trusted client relationships in a dynamic team.
- Qualifications: Knowledge of financial services and strong communication skills are essential.
- Other info: Join a diverse and inclusive workplace committed to your growth and success.
The predicted salary is between 36000 - 60000 £ 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 we place the power of good advice into more hands, guiding clients to make confident decisions and achieve their financial goals.
Job Description
We’re seeking a talented individual to join our Investment Management team in London. You will build and develop trusted relationships with clients, providing wide‑range support and assistance with the management of client portfolios. This role offers senior‑level exposure, being client‑facing and working alongside experienced high‑profile IM partners. You will learn and develop quickly from senior leaders in a dynamic, fast‑paced team.
Responsibilities
- Support client needs and manage portfolios, including dealing, in line with your competency status.
- Assist in preparing for client review meetings, providing support and basic analysis as required.
- Prepare presentations, investment proposals and pitches.
- Maintain comprehensive client records, accurate and up to date, following Group policy.
- Handle complaints by raising them with the Client Resolution team promptly and assisting in satisfactory resolution.
- Understand the sector, provide appropriate recommendations and collaborate with sector specialists; construct materials for analysis and communication to Investment Managers.
Qualifications & Experience
- Ability to engage with new and existing clients.
- Knowledge of the financial services industry and investment market.
- Experience in an investment management environment.
- Strong client and customer service ethic.
- Ability to work well under pressure and prioritise work.
- Excellent written and verbal communication skills, strong numeracy and analytical skills.
Professional Qualifications & Education
- Hold a relevant Level 4 qualification or above (aspiring for Level 7) and maintain an up‑to‑date Statement of Professional Standing.
Benefits
- Competitive salary
- Private medical insurance
- Life assurance
- Employer pension contribution
- Hybrid working model (role‑dependent)
- Generous holiday package with option to purchase additional holiday
- Shared parental leave
Diversity & Inclusion
We are proud to value the differences that a diverse workforce brings, representing society and our clients. We have a wide range of active employee resource groups and 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 and can achieve their full potential in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate you throughout the application process. Please let your recruiter know.
Associate Investment Management in London employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Investment Management in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management field and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that dream role.
✨Tip Number 2
Prepare for interviews by researching Evelyn Partners and understanding their approach to wealth management. Tailor your responses to show how your skills align with their values and client-focused ethos.
✨Tip Number 3
Practice your pitch! Be ready to discuss your experience and how it relates to managing client portfolios. Highlight your analytical skills and ability to engage with clients, as these are key in this role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, you’ll find all the latest roles and updates directly from us.
We think you need these skills to ace Associate Investment Management in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Associate Investment Management role. Highlight relevant experience in investment management and client engagement, and don’t forget to showcase your analytical skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth management and how your background aligns with our values at Evelyn Partners. Keep it concise but impactful.
Showcase Your Communication Skills: Since this role involves client interaction, demonstrate your excellent written communication skills throughout your application. Use clear, professional language and make sure there are no typos or errors.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining 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. Familiarise yourself with current trends and key players, as this will help you engage confidently with interviewers and demonstrate your passion for the role.
✨Build Rapport
Since this role involves building trusted relationships with clients, practice your interpersonal skills. During the interview, focus on making a genuine connection with your interviewers by being personable and showing enthusiasm for helping clients achieve their financial goals.
✨Prepare for Client Scenarios
Think about potential client scenarios you might face in the role. Prepare to discuss how you would handle various situations, such as managing complaints or preparing for client review meetings. This will show that you can think on your feet and are ready for the challenges of the job.
✨Showcase Your Analytical Skills
As the role requires strong numeracy and analytical skills, be prepared to discuss your experience with data analysis and portfolio management. Bring examples of past work where you've successfully used these skills, and consider how you can present this information clearly and effectively during the interview.
