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Director - Investment Manager

Evelyn Partners
Glasgow, United Kingdom
Closing date
Jun 7, 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

As a Director - Investment Management, the job purpose is to:

  • Build and develop trusted relationships with current and potential clients.
  • 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.

Key Responsibilities

  • 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 place deals accurately and in a timely fashion
  • To work in partnership with Financial Planning and Professional Services 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
  • To 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
  • Ensure that knowledge and skills are maintained and developed in line with industry, regulatory and internal requirements by undertaking regular and appropriate CPD in order to reach their full potential (for the wider benefit of the Group)

Investment Research -Sector Specialist (where appropriate)

  • Required to work as part of a team focussing on direct equity or collective sector analysis to support the firm's wider Investment Process needs
  • Understand the sector, providing appropriate recommendations, based on a wide range of resources
  • Actively participate in regular meetings, taking ownership of actions, and working in conjunction with other sector specialists
  • Construct materials as determined within the sector teams to support analysis and communication to Investment Managers
  • Leading the team and ensuring standards are met (where appropriate)

Key Skills and Experience

  • Holds a relevant level 6 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing Competence Requirements Competence Description of Competence
  • 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 * Excellent communication skills both written and verbal
  • Excellent numeracy and analytical skills
  • Experience of leading pitches and winning new business
  • Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business.

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