Investment Portfolio Manager

3 weeks ago

Belfast, United Kingdom Evelyn Partners Full time

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. 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.

About the Role

We are seeking an experienced Investment Manager to join our team. The successful candidate will be responsible for building and developing trusted relationships with current and potential clients.

The Investment Manager will provide personalized investment advice and portfolio management to clients, ensuring that investment portfolios are managed in line with the company's investment philosophies and processes.

Key Responsibilities

  • Manage client relationships and provide investment advice
  • Develop and implement investment strategies for clients
  • Monitor and review client portfolios to ensure alignment with investment goals
  • Collaborate with colleagues to develop client relationships and deliver new business opportunities
  • Stay up-to-date with industry developments and regulatory requirements
  • Contribute to the development of the company's investment process and policies

Requirements

  • Experience in investment management and portfolio development
  • Strong understanding of financial markets and investment products
  • Excellent communication and interpersonal skills
  • Ability to work in a team environment and build strong relationships with clients and colleagues
  • Strong analytical and problem-solving skills

What We Offer

  • Competitive salary and benefits package
  • Opportunities for career development and growth
  • Collaborative and dynamic work environment
  • Access to industry-leading training and development programs

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