Investment Director

4 days ago

St Peter Port, United Kingdom Evelyn Partners Full time
{"title": "Investment Director", "description": "Investment Director Opportunity

Evelyn Partners is seeking an experienced Investment Director to join our Jersey office. As an Investment Director, you will be responsible for managing a diverse client base, including private clients, IFAs, and charities. Your primary objective will be to deepen client relationships by providing personalized investment advice and portfolio management.

Key Responsibilities:
  • Build and maintain strong relationships with clients, understanding their investment goals and risk tolerance.
  • Develop and implement tailored investment strategies to meet clients' needs.
  • Provide regular portfolio reviews and recommendations to ensure clients' investments are aligned with their goals.
  • Collaborate with professional services colleagues to deliver comprehensive wealth management solutions.
  • Stay up-to-date with market trends and regulatory changes to ensure clients' investments remain secure.
Requirements:
  • Relevant Level 6 qualification or above (aspiring for Level 7) and Statement of Professional Standing.
  • Strong technical knowledge of investment management strategies and solutions.
  • Experience in leading pitches and winning new business.
  • Excellent communication and interpersonal skills.
What We Offer:
  • Competitive salary and benefits package.
  • Opportunity to work with a progressive and growing business.
  • Hybrid working model and flexible working environment.
  • Generous holiday package and option to purchase additional holiday.

We are committed to creating a diverse and inclusive workplace where all colleagues feel valued and respected. If you are a motivated and experienced Investment Director looking for a new challenge, please apply today.", "lang_code": "en"}

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