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Investment Manager

Evelyn Partners
London, United Kingdom
Closing date
Mar 25, 2023

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
We are driven by our purpose to place the power of good advice into more hands for both individuals and businesses. Our purpose is supported by our 3 core values:

Personal - we treat you as an individual

Partnership - we go further together

Performance - we strive for more

What will you be doing?
  • To build and develop trusted relationships with current and potential clients.
  • To be responsible for providing personalised investment advice and portfolio management to the client, ensuring that investment portfolios are managed in line with the Company's investment philosophies & process

As an Investment Manager, some of your responsibilities will include:
  • To look after and support client needs
  • To 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
  • To construct & maintain suitable portfolios in line with the clients' requirements, circumstances, tax situation and attitude to risk
  • To review portfolios regularly and make portfolio changes consulting with colleagues, where appropriate
  • To work in partnership with Financial Planning (FP)and Professional Services (PS) colleagues to develop client relationships

To be successful in this role, you should:
  • Hold a relevant level 6 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional
  • Understanding of the financial services industry and investment market
  • Experience of managing client investment portfolios and providing investment advice
  • Experience of remodelling newly acquired portfolios and bringing them into line with the investment policy
  • Technical / product knowledge and effective communication of wide-ranging investment Management strategies and solutions
  • Ability to work well in pressurised environment and prioritise work

As a colleague here at Evelyn Partners you will have access to benefits that include:
  • 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 value the differences that a diverse workforce brings, representative of our society and clients. We are committed to providing a work environment 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.

If you need any reasonable adjustments for your application process, please let your recruiter know.


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