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Investment Portfolio Manager
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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...
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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...
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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 over 186 years of experience in helping individuals and businesses thrive.We offer a range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our MissionWe believe that...
Portfolio/Investment Manager
2 months ago
Portfolio/Investment Manager – Investment Management
Compensation Package
Up to £105,000 plus bonus and comprehensive benefits package.
About the Company
A well-established national investment management firm is seeking an additional Investment/Portfolio Manager to contribute to the company's growth in the North East region.
Role and Responsibilities
Your primary focus will be on maintaining existing client relationships and developing new business from individual connections and professional intermediaries. You will have a genuine interest in all aspects of the investment industry, the ability to build and maintain long-lasting and profitable relationships, and recognize new opportunities as they arise.
Candidate Requirements
You must be Level 6 qualified via the Chartered Institute for Securities & Investment (CISI), have experience as a UK discretionary Investment Manager, and possess a business development mindset to develop quality business from all sources.
Initial Discussion
Contact Chris for an initial discussion.
