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Investment Director

2 months ago

St Peter Port, United Kingdom Evelyn Partners Full time
{"title": "Investment Director Opportunity", "content": "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. You will be tasked with deepening client relationships by providing personalized investment advice and portfolio management.

The successful candidate will have a relevant level 6 qualification or above and experience of leading pitches and winning new business. You will also have strong experience of managing client investment portfolios and providing investment advice.

We offer a competitive salary, private medical insurance, life assurance, pension contribution, and a hybrid working model. We are proud to value the differences that a diverse workforce brings and are committed to providing a safe, supportive, and inclusive environment.

Key Responsibilities:
  • Build new client relationships and develop existing client relationships through effective ongoing communication and deliver new instructions and referrals as a result of satisfied clients
  • Structure and lead client meetings in a professional manner, ensuring all information provided is up-to-date, technically accurate, and meets clients' needs
  • Responsible for providing personalized investment advice and portfolio management to the client
  • Develop and deepen trusted relationships with current and potential clients
  • Work in partnership with professional Services colleagues such as tax and corporate finance to develop client relationships
  • Construct & maintain suitable portfolios in line with the clients' requirements, circumstances, tax situation, and attitude to risk
Qualifications:
  • Holds a relevant level 6 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing Competence Requirements Competence Description of Competence
  • Technical / product knowledge and effective communication of wide-ranging investment Management strategies and solutions
  • Experience of leading pitches and winning new business
  • Strong experience of managing client investment portfolios and providing investment advice
  • Experience of re-modelling newly acquired portfolios and bringing them into line with the investment policy
  • Technical / product knowledge and effective communication of wide-ranging investment Management strategies and solutions
  • Excellent communication skills both written and verbal
Additional Information:

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

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