Investment Portfolio Manager
4 days ago
About Evelyn Partners
Evelyn 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 our clients by employing the best people. We believe that everyone deserves access to good advice, regardless of their financial situation.
Our core values drive our exceptional track record of growth and innovation: Personal, Partnership, and Performance. We offer a unique opportunity to advance your career and develop strategic and commercial skills.
About the Role
This role offers the chance to build and develop trusted relationships with current and potential clients. You will be responsible for providing personalized investment advice and portfolio management to clients, ensuring that investment portfolios are managed in line with our investment philosophies and process.
- Support client needs and build new client relationships through effective ongoing service.
- Structure and lead client meetings in a professional manner, ensuring all information provided is up-to-date and technically accurate.
- Construct and maintain suitable portfolios in line with clients' requirements, circumstances, tax situation, and attitude to risk.
- Review portfolios regularly and make portfolio changes consulting with colleagues, where appropriate.
- Work in partnership with Financial Planning and Professional Services colleagues to develop client relationships.
- Ensure comprehensive client records are kept and are accurate and up-to-date at all times and in line with Group policy.
Qualifications and Experience
We are looking for a minimum Level 6 Qualified or Chartered status, with a strong understanding of the financial services industry and investment market. You should have experience of managing client investment portfolios and providing investment advice, as well as experience of remodelling newly acquired portfolios and bringing them into line with the investment policy.
What We Offer
We offer a competitive salary, private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, and option to purchase additional holiday. We are proud to value the differences that a diverse workforce brings and are committed to providing a workspace where all colleagues feel respected and can achieve their full potential.
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