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Associate Director, Investment Management

Evelyn Partners
London, United Kingdom
Closing date
Feb 23, 2024

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
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 Associate Director, Investment Management 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 minimum relevant level 6 qualification or above (aspiring for Chartered Status ) 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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