Evelyn Partners is a UK leader in wealth management, providing personalised investment management and financial planning to help clients achieve their goals. This role focuses on building trusted relationships and delivering tailored investment advice and portfolio management in line with our investment philosophies.
The candidate will manage client portfolios, lead meetings, and collaborate with planning teams to grow the business while maintaining high standards of compliance and client
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Senior Investment Management & Client Strategy Lead 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.
