Investment Portfolio Manager
1 month ago
About Evelyn Partners
Evelyn 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 mission is to provide award-winning services to our clients by employing the best people and delivering exceptional results.
We are driven by our core values of Personal, Partnership, and Performance, which guide our approach to delivering tailored advice and solutions to our clients.
About the Role
We are seeking an experienced Investment Manager to join our team and contribute to the development of our clients' investment portfolios.
The successful candidate will be responsible for building and maintaining trusted relationships with clients, providing personalized investment advice, and managing client portfolios in line with our investment philosophies and processes.
Key Responsibilities
- Develop and maintain strong relationships with clients to understand their investment needs and goals.
- Provide tailored investment advice and portfolio management services to clients.
- Conduct regular portfolio reviews and make recommendations for adjustments as needed.
- Collaborate with colleagues to develop and implement investment strategies.
- Stay up-to-date with market trends and regulatory changes to ensure compliance and optimal investment outcomes.
- Communicate effectively with clients and colleagues to ensure seamless service delivery.
- Meet performance targets and contribute to the growth and success of the business.
Requirements
- Proven experience in investment management and portfolio development.
- Strong understanding of financial markets, investment products, and regulatory requirements.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and prioritize tasks effectively.
- Strong analytical and problem-solving skills.
- Relevant qualifications and certifications in investment management or a related field.
What We Offer
- Competitive salary and benefits package.
- Opportunities for professional growth and development.
- Collaborative and dynamic work environment.
- Recognition and rewards for outstanding performance.
How to Apply
If you are a motivated and experienced investment professional looking for a new challenge, please submit your application, including your resume and a cover letter, to [insert contact information].
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Belfast, United Kingdom Evelyn Partners Full timeJob DescriptionEvelyn Partners is seeking a highly skilled Investment Manager to join our team. 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...
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Belfast, United Kingdom Evelyn Partners Full timeAbout the RoleEvelyn Partners is seeking a skilled Investment Portfolio Manager to join our team. As a key member of our wealth management 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 clientsProvide...
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Belfast, 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 of experience in helping individuals, family trusts, professional intermediaries, charities, and businesses thrive.We offer a comprehensive range of financial and professional services to our clients, driven by...
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Belfast, 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 of experience in helping individuals, family trusts, professional intermediaries, charities, and businesses thrive.We offer a comprehensive range of financial and professional services to our clients, driven by...
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Belfast, 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...
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Belfast, United Kingdom Evelyn Partners Full timeAbout the RoleEvelyn Partners is seeking a skilled Investment Portfolio Manager to join our team. As a key member of our wealth management 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 clientsProvide...
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Belfast, United Kingdom Evelyn Partners Full timeAbout the RoleEvelyn Partners is seeking a skilled Investment Portfolio Manager to join our team. As a key member of our wealth management 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 clients.Provide...
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Belfast, 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 mission is...
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Belfast, 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 mission is...
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