Director Investment Management in Birmingham

Job Responsibilities

• Build, develop and manage trusted relationships with current and potential clients.
• Provide personalised investment advice and portfolio management to the client, ensuring that investment portfolios are managed in line with the Company’s Investment philosophies and process.
• Look after and support client needs.
• Plan, implement and execute the annual Business plan in line with agreed individual targets.
• 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.
• Construct and maintain suitable portfolios in line with the clients' requirements, circumstances, tax situation and attitude to risk.
• Review portfolios regularly and make portfolio changes consulting with colleagues, where appropriate.
• Place deals accurately and in a timely fashion.
• Work in partnership with Financial Planning (FP) 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.
• 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.
• Maintain and develop knowledge and skills in line with industry, regulatory and internal requirements by undertaking CPD.
• Contribute to the business development design and implementation initiatives across the location, working with Managing Partners, Regional Managing Partners and key stakeholders to deliver positive outcomes.
• Assist in the induction, mentoring and development of new Investment Managers.

Qualifications

• Hold a relevant Level 6 qualification or above (aspiring for Level 7) and maintain an up-to-date Statement of Professional Standing.
• Business acumen together with experience in developing and implementing business plans.
• Proven track record of leading pitches and winning new business.
• Extensive experience of working within an investment management environment servicing high net worth private individuals, institutions and charities.
• Proven experience of managing client investment portfolios and providing investment advice.
• Proven ability to remodel newly acquired portfolios, bringing them into line with the investment policy.
• Technical and 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 both written and verbal.
• Excellent numeracy and analytical skills.
• Ability to mentor, train and develop investment management colleagues.
• Extensive experience operating within a risk management framework and a thorough understanding of the risks and threats pertaining to a private client business.

Benefits & Working Conditions

• 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 for your needs throughout the application process.