Investment Director
1 month ago
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.
- 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.
- 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"}
-
Investment Director
1 month ago
St Peter Port, United Kingdom Evelyn Partners Full time{"title": "Investment Director", "description": "Investment Director OpportunityEvelyn 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...
-
Investment Director
1 month ago
St Peter Port, United Kingdom Evelyn Partners Full time{"title": "Investment Director", "description": "Investment Director OpportunityEvelyn 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...
-
Investment Director
1 month ago
St Peter Port, United Kingdom Evelyn Partners Full time{"title": "Investment Director", "description": "Investment Director OpportunityEvelyn 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...
-
Investment Director
1 month ago
St Peter Port, United Kingdom Evelyn Partners Full time{"title": "Investment Director", "description": "Investment Director OpportunityEvelyn 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...
-
Investment Director
4 weeks ago
St Peter Port, United Kingdom Evelyn Partners Full timeEvelyn 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. You...
-
Investment Director
1 month ago
St Peter Port, United Kingdom Evelyn Partners Full timeEvelyn 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. You...
-
Investment Director
1 month ago
St Peter Port, United Kingdom Evelyn Partners Full timeEvelyn 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. You...
-
Investment Director
4 weeks ago
St Peter Port, United Kingdom Evelyn Partners Full timeEvelyn 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. You...
-
Investment Director
4 weeks ago
St Peter Port, United Kingdom Evelyn Partners Full timeEvelyn 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. You...
-
Investment Director
4 weeks ago
St Peter Port, United Kingdom Evelyn Partners Full timeEvelyn 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. You...
-
Investment Director
4 weeks ago
St Peter Port, United Kingdom Evelyn Partners Full timeEvelyn 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. You...
-
Investment Director
4 weeks ago
St Peter Port, United Kingdom Evelyn Partners Full timeEvelyn 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. You...
-
Investment Director
1 month ago
St Peter Port, United Kingdom Evelyn Partners Full timeEvelyn Partners is seeking an experienced Investment Director to join our Jersey office. As a key member of our team, 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....
-
Investment Director
1 month ago
St Peter Port, United Kingdom Evelyn Partners Full timeEvelyn Partners is seeking an experienced Investment Director to join our Jersey office. As a key member of our team, 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....
-
Investment Director
2 months ago
St Peter, United Kingdom Evelyn Partners Full timeJob DescriptionInvestment Director - Jersey This is an opportunity to join a progressive and growing business, with a modern leadership style that operates a flexible working environment. As an Investment Director in our Jersey office, you will manage a diverse client base including private clients, IFAs and charities, you will be tasked with deepening...
-
Investment Director
2 months ago
St Peter Port, United Kingdom Evelyn Partners Full timeAbout the RoleWe are seeking an experienced Investment Director to join our team at Evelyn Partners. 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...
-
Investment Director
2 months ago
St Peter Port, United Kingdom Evelyn Partners Full timeAbout the RoleWe are seeking an experienced Investment Director to join our team at Evelyn Partners. 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...
-
Investment Director
2 months ago
St Peter Port, United Kingdom Evelyn Partners Full timeAbout the RoleWe are seeking an experienced Investment Director to join our team at Evelyn Partners. 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 expert investment advice and portfolio...
-
Investment Director
2 months ago
St Peter Port, United Kingdom Evelyn Partners Full timeAbout the RoleWe are seeking an experienced Investment Director to join our team at Evelyn Partners. 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 expert investment advice and portfolio...
-
Investment Services Director
2 months ago
St Peter Port, United Kingdom AP Group Ltd Full timeJob SummaryThe Senior Investment Officer will be a key member of the investment team, responsible for providing investment services to private clients across various jurisdictions. This role will involve supporting the investment team in reviewing investment portfolios, assessing investment managers, and assisting private client teams with investment-related...
