Current jobs related to Investment Portfolio Manager - Newcastle upon Tyne, Newcastle upon Tyne - Evelyn Partners
-
Investment Portfolio Manager
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeAbout the RoleWe are seeking a skilled Investment Manager to join our team at Evelyn Partners. As an Investment Manager, you will be responsible for providing personalized investment advice and portfolio management to our clients, ensuring that their investment portfolios are managed in line with our investment philosophies and process.Key...
-
Investment Portfolio Manager
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeAbout the RoleEvelyn Partners is seeking a skilled Investment Portfolio Manager to join our team in the North East. As a key member of our team, you will be responsible for providing personalized investment advice and portfolio management to our clients, ensuring that their investment portfolios are managed in line with our investment philosophies and...
-
Investment Portfolio Manager
1 month ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full time £105,000Investment Manager Job Description **Job Title:** Investment Portfolio Manager **Job Summary:** We are seeking an experienced Investment Portfolio Manager to join our team in Newcastle. As an Investment Portfolio Manager, you will be responsible for managing client relationships and developing new business opportunities. **Key Responsibilities:** *...
-
Investment Portfolio Manager
1 month ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full time £105,000Investment Manager Job Description **Job Title:** Investment Portfolio Manager **Job Summary:** We are seeking an experienced Investment Portfolio Manager to join our team in Newcastle. As an Investment Portfolio Manager, you will be responsible for managing client relationships and developing new business opportunities. **Key Responsibilities:** *...
-
Investment Portfolio Manager
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeAbout the RoleEvelyn Partners is seeking a skilled Investment Portfolio Manager to join our team in the North East. As a key member of our team, you will be responsible for providing personalized investment advice and portfolio management to our clients, ensuring that their investment portfolios are managed in line with our investment philosophies and...
-
Investment Portfolio Manager
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeAbout the RoleWe are seeking a highly skilled Investment Portfolio Manager to join our team at Evelyn Partners. As a key member of our investment team, you will be responsible for providing personalized investment advice and portfolio management to our clients.Key ResponsibilitiesBuild and develop trusted relationships with current and potential...
-
Investment Portfolio Manager
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full time £105,000Job Title: Investment Portfolio ManagerAbout the Role:We are seeking an experienced Investment Portfolio Manager to join our team at Heat Recruitment. As a key member of our investment management team, you will be responsible for managing existing client relationships and developing new business opportunities.Key Responsibilities:* Maintain and develop...
-
Investment Portfolio Manager
1 month ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeAbout Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with a rich history of over 186 years. We offer a comprehensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our mission is to provide award-winning services to...
-
Investment Portfolio Manager
1 month ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeAbout Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with a rich history of over 186 years. We offer a comprehensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our mission is to provide award-winning services to...
-
Investment Portfolio Manager
1 month ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full time £105,000Investment Opportunities Ahead **Job Title:** Fund Investment Manager **Job Type:** Full-time **Location:** Newcastle upon Tyne **Salary:** Up to £105,000 plus bonus and full package **About the Role:** A well-established national investment management firm is seeking an additional Investment/Portfolio Manager to contribute to the company's growth in...
-
Investment Portfolio Manager
1 month ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full time £105,000Investment Opportunities Ahead **Job Title:** Fund Investment Manager **Job Type:** Full-time **Location:** Newcastle upon Tyne **Salary:** Up to £105,000 plus bonus and full package **About the Role:** A well-established national investment management firm is seeking an additional Investment/Portfolio Manager to contribute to the company's growth in...
-
Investment Portfolio Manager
3 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full timePortfolio/Investment ManagerHeat Recruitment is seeking an experienced Investment/Portfolio Manager to join a well-known national investment management firm in Newcastle upon Tyne.Key Responsibilities:Maintain existing client relationships and develop additional private client business from individual connections and professional intermediaries.Have a...
-
Investment Portfolio Manager
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeAbout Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience in helping individuals and businesses thrive.We offer a comprehensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our MissionWe...
-
Investment Portfolio Manager
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeAbout Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience in helping individuals and businesses thrive.We offer a comprehensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our MissionWe...
-
Senior Investment Portfolio Manager
1 week ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full timeInvestment & Portfolio Director Role SummaryWe are seeking an experienced Investment & Portfolio Director to join our team at Heat Recruitment. The ideal candidate will have a proven track record in investment management and a strong understanding of the UK private client discretionary investment market.Key Responsibilities:Maintain and develop existing...
-
Financial Director
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full timeInvestment and Portfolio Director OpportunityWe are seeking an experienced Investment and Portfolio Director to join our team at Heat Recruitment. As a key member of our team, you will be responsible for maintaining existing client relationships and developing new business from individual connections and professional intermediaries.Key...
-
Portfolio Manager
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full timePortfolio/Investment ManagerHeat Recruitment is seeking a skilled Portfolio/Investment Manager to join a well-known national investment management firm in Newcastle upon Tyne.Key Responsibilities:Maintain existing client relationships and develop additional private client business from individual connections and professional intermediaries.Have a genuine...
-
Portfolio Manager
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full timePortfolio/Investment ManagerHeat Recruitment is seeking a skilled Portfolio/Investment Manager to join a well-known national investment management firm in Newcastle upon Tyne.Key Responsibilities:Maintain existing client relationships and develop additional private client business from individual connections and professional intermediaries.Have a genuine...
-
Portfolio Manager
3 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full timeJob OpportunityHeat Recruitment is seeking a skilled Investment/Portfolio Manager to join a well-established national investment management firm in Newcastle upon Tyne.Key Responsibilities:Maintain existing client relationships and develop additional private client business from individual connections and professional intermediaries.Have a genuine interest...
-
Portfolio Manager
3 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full timeJob OpportunityHeat Recruitment is seeking a skilled Investment/Portfolio Manager to join a well-established national investment management firm in Newcastle upon Tyne.Key Responsibilities:Maintain existing client relationships and develop additional private client business from individual connections and professional intermediaries.Have a genuine interest...
Investment Portfolio Manager
2 months ago
About Evelyn Partners
Evelyn Partners is a leading integrated wealth management and professional services group with a rich history of over 186 years. We pride ourselves on providing an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.
Our mission is to empower individuals and businesses to thrive by offering award-winning services. We believe that everyone deserves access to good advice, regardless of their financial situation. Our core values of Personal, Partnership, and Performance drive our exceptional track record of growth and innovation.
Why Evelyn Partners Newcastle Office?
Join our rapidly growing team in the North East, where you'll engage with regionally focused clients, including large SMEs and high net worth individuals. This role offers opportunities in advisory compliance and project management, providing a unique chance to advance your career and develop strategic and commercial skills.
About the Role
As an Investment Manager, you will be responsible for building and developing trusted relationships with current and potential clients. You will provide personalized investment advice and portfolio management, ensuring that investment portfolios are managed in line with our investment philosophies and process.
- Support client needs and develop new client relationships through effective ongoing service.
- Structure and lead client meetings in a professional manner, ensuring all information provided is up-to-date and technically accurate.
- Construct and maintain suitable portfolios in line with clients' requirements, circumstances, tax situation, and attitude to risk.
- Review portfolios regularly and make portfolio changes consulting with colleagues, where appropriate.
- Work in partnership with Financial Planning and Professional Services colleagues to develop client relationships.
- Ensure comprehensive client records are kept and are accurate and up-to-date at all times and in line with Group policy.
Qualifications
We are looking for a minimum Level 6 Qualified or Chartered status, with a strong understanding of the financial services industry and investment market. You should have experience in managing client investment portfolios and providing investment advice, as well as experience in remodelling newly acquired portfolios and bringing them into line with the investment policy.
Additional Information
As a colleague at Evelyn Partners, you will have access to a range of benefits, including a competitive salary, private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, and option to purchase additional holiday. We are committed to providing a workspace where all colleagues feel respected and valued, and we welcome applications from diverse candidates.
