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- Tasks: Build and manage client relationships while providing personalised investment advice.
- Company: Evelyn Partners, a leader in wealth management with a focus on client needs.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Join a passionate team dedicated to empowering clients and fostering long-term success.
- Why this job: Make a real impact by helping clients achieve their financial goals with confidence.
- Qualifications: Experience in investment management and strong relationship-building skills.
The predicted salary is between 100000 - 150000 £ per year.
This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board.
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 that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job Purpose
The role will be to build, develop and manage trusted relationships with current and potential clients. The role will involve providing 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.
- To look after and support client needs.
- To plan, implement and execute the annual Business plan in line with agreed individual targets.
- To 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.
Director Investment Management employer: SW Group
Contact Detail:
SW Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Director Investment Management
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. Building relationships can open doors to opportunities that aren't even advertised.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their investment philosophies and be ready to discuss how your experience aligns with their goals. This shows you're genuinely interested and well-prepared.
✨Tip Number 3
Follow up after interviews with a personalised thank-you note. Mention something specific from your conversation to remind them of your fit for the role. It’s a small gesture that can make a big impact!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Director Investment Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Director Investment Management role. Highlight your expertise in investment management and client relationship building, as these are key to what we’re looking for.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about wealth management and how your values align with our purpose at Evelyn Partners. Be genuine and let your personality come through.
Showcase Your Achievements: When detailing your experience, focus on specific achievements that demonstrate your ability to manage portfolios and build client relationships. Numbers and results speak volumes, so don’t shy away from sharing your successes!
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 us you’re proactive and keen to join our team!
How to prepare for a job interview at SW Group
✨Know Your Stuff
Make sure you’re well-versed in investment management principles and the specific philosophies of Evelyn Partners. Brush up on recent market trends and be ready to discuss how they might impact client portfolios.
✨Build Rapport
Since the role involves building trusted relationships, practice your interpersonal skills. Think about how you can connect with clients on a personal level and demonstrate genuine interest in their financial goals during the interview.
✨Showcase Your Experience
Prepare examples from your past roles where you successfully managed client relationships or provided tailored investment advice. Use the STAR method (Situation, Task, Action, Result) to structure your responses clearly.
✨Ask Insightful Questions
Come prepared with thoughtful questions about the company’s approach to client management and investment strategies. This shows your enthusiasm for the role and helps you gauge if the company aligns with your values.